this post was submitted on 22 May 2026
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[–] BradleyUffner@lemmy.world 5 points 5 hours ago (1 children)

Why aren't data centers buying up all this RAM too?

[–] echodot@feddit.uk 8 points 3 hours ago

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.

[–] spacegoat@lemmy.world 13 points 7 hours ago* (last edited 1 hour ago) (2 children)

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.

[–] echodot@feddit.uk 3 points 3 hours ago

It's telling that if someone powerful like a politician actually does their job, they're hailed by the general public as a hero.

[–] wookiepedia@lemmy.world 8 points 5 hours ago

THIS QUARTER'S earnings reports. sigh

[–] eletes@sh.itjust.works 19 points 9 hours ago

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

[–] SocialMediaRefugee@lemmy.world 5 points 8 hours ago (1 children)

Assuming we'd let China sell chips in the US. Gotta block competition and keep prices high.

[–] Tolos@lemmy.world 2 points 5 hours ago

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.

[–] YiddishMcSquidish@lemmy.today 102 points 18 hours ago (1 children)

I sincerely hope this fucks up the market. I hope all the other manufacturers get fucked right up their greedy fucking asses.

[–] Sir_Premiumhengst@lemmy.world 14 points 10 hours ago (1 children)

With an unlubricated horse cock

[–] HugeNerd@lemmy.ca 5 points 9 hours ago (1 children)

Say, are you an engineer at Boeing in Washington?

[–] vaultdweller013@sh.itjust.works 3 points 8 hours ago (1 children)

Remember he was from Germany, even if he ultimately fell in Washington.

[–] HugeNerd@lemmy.ca 3 points 7 hours ago

"Fell"? Like did they play Taps for him after?

[–] LovableSidekick@lemmy.world 44 points 20 hours ago* (last edited 20 hours ago) (3 children)

Except maybe in America if MAGA dreams up some tariffs because Freedom (Chinese EVs have entered the chat).

[–] SocialMediaRefugee@lemmy.world 1 points 8 hours ago

MAGA would rationalize huge price increases in the name of "america first!"

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[–] Historical_General@lemmy.world 12 points 16 hours ago

Damn you Mr Xi

[–] brucethemoose@lemmy.world 196 points 1 day ago* (last edited 1 day ago) (16 children)

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.

[–] FlyingCircus@lemmy.world 37 points 18 hours ago* (last edited 18 hours ago) (1 children)

It turns out that off-shoring your economy to a political rival is a really dumb thing for a capitalist to do.

[–] JcbAzPx@lemmy.world 23 points 14 hours ago (1 children)

But, but, this quarter profits.

[–] piecat@lemmy.world 2 points 6 hours ago

I wish, I wish we would bring out the guillatine for these greedy treasonous capitalist fucks.

We've lost so much because of them

[–] zeroConnection@programming.dev 51 points 22 hours ago* (last edited 22 hours ago) (12 children)

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.

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[–] mecen@lemmy.ca 74 points 1 day ago* (last edited 1 day ago) (9 children)

But think about Samsung, SK Hynix and Micron shareholders

[–] TheGreatRapsBeat@lemmy.world 1 points 8 hours ago (1 children)

Whew, glad I dumped my Micron shares a little While ago.

[–] TheFinn@discuss.tchncs.de 1 points 7 hours ago
[–] MonkderVierte@lemmy.zip 73 points 23 hours ago* (last edited 23 hours ago)

I do think of them.

Guillotine

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