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Joined 2 years ago
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Cake day: December 23rd, 2023

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  • I’m not going to look this up, because I’m expecting that there’s a number of reasons, but you can pretty much point the finger at supply and demand of components, as well as inability for companies to scale production, and the fact this is likely a bubble.

    Think about it from the standing of a ram manufacturer. You’re already pumping out as much product as physically possible, or you need components or materials from other vendors. You aren’t just sitting on idle machines, if there’s a market what what you’re doing, you’re going to push as much of it as you can. All of a sudden, you can charge more because there’s a ram shortage, but you can’t scale up your business because with this rise there’s likely to be an equal fall in the not too distant future, and scaling up production is a slow process. Even if you did, there’s a strong possibility that you’d be restricted by other bottlenecks.

    It’s a huge business risk for not much reward. Better to take the win, do what you can try maximise it without exposing yourself to potential losses.



  • Gonna rate my take on this point by point because you’re speaking my language and I like where your head is at

    AI will by nature become easier to run. We’re pushing Moore’s law already but technology will in general keep improving. I don’t know how worth it it’ll be, and most companies seem to be into the idea of the average consumer not actively owning the computing power, instead of doing everything on the cloud. Time will tell how that goes.

    Big corporations will likely eat each other when the AI bubble pops, whatever that looks like. Should be a fun time though.

    NVIDIA will do the same thing over and over. We saw it with crypto, same with AI. They will surrender to whichever monetary source is biggest at the time, and dumpster the loyal customers. If they change for the better, it’s either by accident or because customers lost faith in the company and went elsewhere. I don’t have high hopes for that company.

    We are seeing china start to make ram, I vaguely remember seeing another graphics card manufacturer? It’s very possible that there’s a market niche that will be filled here.