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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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.
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.
This doesn't imply that it will settle at the same or lower price as before though.
Fabs take multiple years to spin up, so expect it to last probably 3 to 5 years.
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...