alt Hacker NewsI don't love this either, but at least it's a short-term economic quirk. At some point fabs will figure out what the long-term demand looks like and scale up production accordingly.
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Or rather creditors scrapping AI datacenters once all the money burning "AI labs" are finally insolvent & repurposong the hardware into something actually useful for people, possibly on chip level with custom PCBs.
It could be a medium/long term political quirk, because as long as RAM and GPU prices stay high the BigCos maintain a monopoly on non-trivial AI compute, and personal AI can't happen.
I still can't work out if data centre mania is an irrational faddy bandwagon event or a covert socio-political monopolisation strategy.
This doesn't imply that it will settle at the same or lower price as before though.
Aaaand, then watch prices continue rising regardless.
> it's a short-term economic quirk
Not with the memory cartel that exists right now. They're more than happy to keep things exactly as they are, with lawsuits flying [1].
[1] https://www.rainintelligence.com/blog/dram-price-fixing-laws...