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Hamukotoday at 1:55 PM3 repliesview on HN

My bet is that we're not gonna see any adjustments in RAM pricing until one of the planned data center projects collapses in a spectacular way.


Replies

rvnxtoday at 2:01 PM

One theory: they will need to throw away all these Nvidia cards in the trash at some point right ?

Because what to do with power-consuming outdated hardware ? let's say 5 years from now ?

They will need new RAM.

I wonder.

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burnt-resistortoday at 5:25 PM

The billionaires locked in a race to spend effectively unlimited funds on AI CapEx will have to be convinced by markets and/or their advisers that there aren't enough profits and that cutting losses (like with Metaverse) in their quixotic quest is necessary.

sixothreetoday at 2:00 PM

And honestly, we will have much bigger problems if that bubble pops in a spectacular fashion.

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