G.Skill confirms why DRAM prices have risen so much
- Thread starter WYP
- Start date
WillSK
Active member
Call me a conspiracy theorist but this is how I see this going.
- Prices stabilise
- It becomes the "new normal" and this happens to GPUs, SSDs etc. too
- Enthusiast PC ownership becomes even more of a luxury than it already is at the current price points
- PC/Gaming enthusiasts are forced down the route of GeForce Now or other server based solutions
- The rise of these solutions puts further pressure on the price/availability of GPUs, RAM and so on
- Companies like Nvidia dive into their Scrooge McDuck pile of money because we've all now entered into a subscription with them and other providers selling these services.
- The death of home PC ownership (apart from for the super wealthy).
I love tech and when it comes to AI, I think the potential it has for things like research, medicine and so on are fantastic. But for average consumer use and the way that rogue governments/bad actors are using it to manipulate and scam... We're not even that deep yet and I already think f**k AI.
- Prices stabilise
- It becomes the "new normal" and this happens to GPUs, SSDs etc. too
- Enthusiast PC ownership becomes even more of a luxury than it already is at the current price points
- PC/Gaming enthusiasts are forced down the route of GeForce Now or other server based solutions
- The rise of these solutions puts further pressure on the price/availability of GPUs, RAM and so on
- Companies like Nvidia dive into their Scrooge McDuck pile of money because we've all now entered into a subscription with them and other providers selling these services.
- The death of home PC ownership (apart from for the super wealthy).
I love tech and when it comes to AI, I think the potential it has for things like research, medicine and so on are fantastic. But for average consumer use and the way that rogue governments/bad actors are using it to manipulate and scam... We're not even that deep yet and I already think f**k AI.
WYP
News Guru
RAM is a commodity. All we need is something to make the demand dip. Eventually, new factories will be built to meet demand. Then all we need is the normal boom/bust cycle for memory to kick in. If it doesn't, I do fear the "you will own nothing and be happy" future will be forced on us.
If OpenAI and others continue to burn money without profit, demand for AI will plummet. It's a matter of when, assuming no crazy breakthroughs happen before then.
WillSK
Active member
WYP
News Guru
The big memory companies will invest in more capacity; they just won't rush any big changes. This is also a huge opportunity for Chinese DRAM manufacturers to increase production and gain market share. The big memory companies can't ignore that competition.
When memory prices are high, they will build more fab space. They will just try to do it at a pace that won't cause pricing to dip too fast. They are greedy, but they don't want to lose market share in a growing market.
Honestly, I just hope that OpenAI implodes. That said, there's a bad side to that. The AI boom doesn't benefit ordinary people, but a bust could hurt many people. As much as I want hardware to be cheap, I don't want another 2008. It's a shame that all of the capital getting thrown into AI can't be used to benefit society...
NeverBackDown
AMD Enthusiast
If Nvidia needs so much memory they should be building their own fabs. Can't use the I can't afford it excuse either considering their $5 trillion net worth.
