alt Hacker NewsSure, but if the price is being inflated by inflated demand, then the suppliers will just build more factories until they hit a new, higher optimal production level, and prices will come back down, and eventually process improvements will lead to price-per-GB resuming its overall downtrend.
Replies
nutjob2 • yesterday at 7:59 PM
Memory fabs take billions of dollars and years to build, also the memory business is a tough one where losses are common, so no such relief in sight.
With a bit of luck OpenAI collapses under its own weight sooner than later, otherwise we're screwed for several years.
mholm • yesterday at 7:59 PM
Chip factories need years of lead time, and manufacturers might be hesitant to take on new debt in a massive bubble that might pop before they ever see any returns.
Micron has said they're not scaling up production. Presumably they're afraid of being left holding the bag when the bubble does pop