alt Hacker NewsThe thing is they actually pushed the price tags of memory and disks high so we wouldn’t be able to afford it. Unless ofc you rent from them.
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Xalutiono • today at 2:30 PM
Yes that is unfortunate for sure don't get me wrong this affects me but the overall benefit will still be bigger i assume.
10 years ago i watched a talk about the problem of compute vs. memory. Compute increased significantly while memory speed did not.
This gigantic investment will solve this problem.
So either this blows and we will have way too much capacity which will lead to cheap and mass amount of memory for everyone + cheap GPUs again OR AGI. So win - win.
If hyperscalers flop, and there’s a good chance they will, memory and disk prices will crater. They are historically the most volatile asset in tech. If Samsung, Micron et al can’t sell to hyperscalers they will switch back to consumer, because they can’t just turn off a memory fab without losing billions.