alt Hacker News> Reality begs to differ
Honestly you're both wrong. RAM prices spiked speculatively, and they're going down for the same reason. Market people always want to argue in fundamentals, when in practice *ALL* the high frequency components of the signal are down to a bunch of traders trying to guess where it's going in the short term.
At best those guesses are informed by ground truth ("AI needs a lot of RAM!" "Sam cornered the marked!" "TurboQuant needs less RAM!"), but they remain guesses, and even then you can't tell the difference between that and random motion.
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> RAM prices spiked speculatively
Didn't OpenAI buy up 40% of the capacity all at once?
I’ll believe they’re going down when it doesn’t cost $550 for the $105 ram I purchased 1 year ago. Yes consumer prices lag commercial prices yada yada, I think any hot takes are pointless until we see lower prices or far more convincing evidence it’s coming. When it costs basically a MacBook neo for 32gb of DDR5 ram it’s hard to hear “ram is coming down for sure”
> RAM prices spiked speculatively, and they're going down for the same reason.
https://pcpartpicker.com/trends/price/memory/
Note how flat the black lines are.
Then note how wide the gray bands are. That makes it very easy to cherry-pick a few examples to present as "supporting evidence" that prices are doing whatever you want to believe they are doing.