A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
It’s frustrating to see the tech industry take this path, because there were alternative paths that didn’t lead us here. We are in a selfish and shortsighted time.
yeah, but chip manufactures are reducing output for consumer class products, so yeah, there are still PC components choked by AI’s current supremacy in the market.
Check the level1 forums, where some electronics gurus are trying to get a single adapter MI250X to even boot. The problem isn’t the adapters, but firmware that makes it difficult.
OpenAI is likely to be the first domino to fall that causes the whole bubble to pop. They’re burning over $10-15 billion a year in losses, and have shown that any attempts to scale only increase that burn rate. They’re running out of investor money to toss into the fire.
And they just announced a last ditch free unlimited for everyone plan to…I dunno drum up interest or hope it converts to paying customers or something. So their costs are about to skyrocket even more, accelerating their death spiral
My prediction:
They aren’t PC components. They’re server GPUs.
They don’t even have ROPs anymore. There was a time when the Nvidia P100/A100 could technically game, but that’s generations ago.
FYI, during the crypto busts, Nvidia bought back GPUs and basically incinerated them to keep demand for new stuff up.
…I’m pretty sure that’s what they will do again.
It’s frustrating to see the tech industry take this path, because there were alternative paths that didn’t lead us here. We are in a selfish and shortsighted time.
yeah, but chip manufactures are reducing output for consumer class products, so yeah, there are still PC components choked by AI’s current supremacy in the market.
*Server-grade purpose built AI components flood the market
SXM to PCIe adapters already exist hehe
Not to mention my dumbass would chuck money at a whole server just to throw it in my home lab.
Its not trivial.
Check the level1 forums, where some electronics gurus are trying to get a single adapter MI250X to even boot. The problem isn’t the adapters, but firmware that makes it difficult.
I see no problem if I can snag some generic Instinct accelerators, and a server to go. I’ve already got half a rack full.
Just like how GPUs became cheap and plentiful after mining crypto became passé, right?
…They actually did.
I got an AMD 7950 is a crypto bust. Then a Nvidia 980 TI in the next one, dirt cheap.
Nvidia figured it out in the most recent bust though, and controlled supply fairly well.
After the last crypto bust, prices stayed up though. They’re still way higher than before the last crypto boom.
And nVidia, AMD, Intel all know better now than to overproduce consumer GPUs.
I want to believe
6 will actually be “RAM suppliers buy the stock in bulk and sell as refurbs, keeping prices up”
Lending to companies doesn’t work like that.
Softbank’s $40bn loan will be called on March 25, 2027. If they can’t roll this over it’s the banking equivalent of a margin call.
So you’re not 100% incorrect, but does it happen in 2027? 2028?
Logistically it’ll probably happen eventually, but when?
OpenAI is likely to be the first domino to fall that causes the whole bubble to pop. They’re burning over $10-15 billion a year in losses, and have shown that any attempts to scale only increase that burn rate. They’re running out of investor money to toss into the fire.
And they just announced a last ditch free unlimited for everyone plan to…I dunno drum up interest or hope it converts to paying customers or something. So their costs are about to skyrocket even more, accelerating their death spiral