Why aren't data centers buying up all this RAM too?
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I'm guessing because China isn't producing the type of RAM they want. Put it this way, when the AI bubble bursts we aren't going to have a load of RAM and GPUs suddenly available, because the AI data centre versions aren't in a format that's useful in consumer tech, or even all the data centre systems. They are optimised towards AI workloads and don't really work in normal computer systems. Equally that means that if the RAM that's been produced isn't in this AI workload optimised format, then the data centres can't use it.
The crime isn't that the AI data centres we're using a bolt of the RAM, it was that the manufacturers were letting them by producing all their RAM in the required format.
The West is its own enemy. Not only are our oligarchs against us, they are dimwitted and don’t plan ahead for anything but earnings reports.
It's telling that if someone powerful like a politician actually does their job, they're hailed by the general public as a hero.
THIS QUARTER'S earnings reports. sigh
Obviously this is good for RAM prices but does the NAND part affect SSD prices as well?
I'd skip spinning platters if I could get 4 TB of SSD for vheapt
Assuming we'd let China sell chips in the US. Gotta block competition and keep prices high.
The screenshots appear to reveal details about a 16GB Corsair Vengeance DDR5-6000 module featuring CXMT memory chips.
It's not like they're selling chips to consumers. Memory providers will be using the parts. Not saying it won't be import controlled. But seems less likely.
I sincerely hope this fucks up the market. I hope all the other manufacturers get fucked right up their greedy fucking asses.
With an unlubricated horse cock
Say, are you an engineer at Boeing in Washington?
Remember he was from Germany, even if he ultimately fell in Washington.
"Fell"? Like did they play Taps for him after?
Damn you Mr Xi
Except maybe in America if MAGA dreams up some tariffs because Freedom (Chinese EVs have entered the chat).
MAGA would rationalize huge price increases in the name of "america first!"
The Chinese AI labs are really trying to pop the bubble, too.
How?
Well lemme ask you this. What if models 80-90% as good as Claude, with weights just thrown out there for any provider (or homelab) to host, flood the market? What if they're so dirt cheap to run, they're almost free, and don't even need Nvidia GPUs? What they need fewer resources to run with each update, instead of more?
...What if this already happened, and Big Tech is maddly lobbying to ban/censor them before people realize it, and that the "infinite scaling" thing is a big fat lie?
That's the state of things.
It turns out that off-shoring your economy to a political rival is a really dumb thing for a capitalist to do.
But, but, this quarter profits.
I wish, I wish we would bring out the guillatine for these greedy treasonous capitalist fucks.
We've lost so much because of them
Yep, the Chinese models are already up 10 times cheaper and now that Anthropic, OpenAI, and Google, all are increasing prices up to 10 more for models like Opus, it will make Chinese models anywhere from 50 to 100 times cheaper.
American corps. are betting that since people have their workflow already established they won't switch to other providers, but that's not the case. There's already a mass move to Chinese models.
But think about Samsung, SK Hynix and Micron shareholders
Whew, glad I dumped my Micron shares a little While ago.
Oh dear...
I do think of them.