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Kuyawa • today at 1:06 PM • 6 replies • view on HN

I firmly believe this shortage is artificially produced and I really hope chinese manufacturers flood the market and make memory as cheap as toilet paper


Replies

marcosdumay • today at 4:08 PM

It's only "artificial" in the sense that getting this much money on the AI companies that don't even make a profit is not normal.

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samuelknight • today at 3:18 PM

It is not artificial constraint. The build out is titanic; the supply of AI compute is doubling every 6.8 months. To feed that much growth hyperscalers have to price everyone else out of the market.

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tancop • today at 3:04 PM

It's not artificial as in "RAM vendors lie about real demand and refuse to invest in more capacity".

There is definitely some exaggeration around timelines (2030 instead of 2027) and the industry has a cartel but most of it is real demand. From AI companies that don't have the money to pay for it and probably won't ever receive actual shipments but they locked down contracts ahead of time.

pmoriarty • today at 6:34 PM

> I firmly believe this shortage is artificially produced and I really hope chinese manufacturers flood the market and make memory as cheap as toilet paper

I hope so too, but I'm afraid that if China ever blockades Taiwan, then current RAM/GPU prices will look like an incredible bargain.

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kjellsbells • today at 1:41 PM

I don't think that an abundance of any computing resource is a good thing. Cloud, storage, memory: this idea that you can always get lots of it leads to all sorts of undesirable outcomes.

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