▲ 856 ▼ The RAM shortage is coming for everything you care about (www.theverge.com) submitted 6 months ago by return2ozma@lemmy.world to c/technology@lemmy.world 341 comments fedilink hide all child comments
[+] melfie@lemy.lol 214 points 6 months ago* (last edited 5 months ago) (4 children) [deleted] permalink fedilink source hideshow 8 child comments replies: [–] mitkase@lemmy.world 72 points 6 months ago (1 child) All that to create Artificial Intelligence that isn’t really intelligent. permalink fedilink source parent hideshow 2 child comments replies: [–] panda_abyss@lemmy.ca 24 points 6 months ago What do you mean? Just walk the car wash! permalink fedilink source parent [–] ColeSloth@discuss.tchncs.de 13 points 6 months ago (1 child) The price crash is going to be great. Such a massive yo-yo. Most of the AI companies will just completely eat shit out of it. permalink fedilink source parent hideshow 2 child comments replies: [–] mic_check_one_two@lemmy.dbzer0.com 17 points 6 months ago* (3 children) Yes and no. The hardware companies have already said that they’re not interested in expanding production. They know it’s a bubble, and don’t want expanded production now to cause a glut in the future when the inevitable pop happens. So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. My best guess is that we’ll have some dark data centers sitting around collecting dust, but the hardware they bought won’t actually flood the market and crash prices. If anything, since the US dollar’s value is essentially tied to Nvidia and OpenAI’s market share, a pop will only make the dollar less powerful and will counteract any potential drops in prices that may have otherwise happened. The companies will get a trillion dollar bailout when the pop happens, (because they’re too big to fail) then nothing will change about the current hardware prices. permalink fedilink source parent hideshow 6 child comments replies: [–] ColeSloth@discuss.tchncs.de 7 points 6 months ago (1 child) All the ram being bought up is going to end up in the 2nd hand market as the hardware is all liquidated out. The prices will crash, and despite manufacturers not increasing their productions lines to build more ram, will still have to compete against themselves from the used market, meaning they won't be able to keep trying to charge crazy high prices. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 12 points 6 months ago (1 child) The problem is it's manufacturing capacity that is being bought. They're going to use that capacity to build HBM modules and data centre GPUs that cannot run outside of specialized servers. There will be a lot of high end gear gathering dust, but nothing you or I can use. Maybe if you're a large business/enterprise you could get some hardware on the cheap during the crash, but it's not ot like those things are full of DDR5 DIMMs and RTX GPUs. permalink fedilink source parent hideshow 2 child comments replies: [–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent [–] ThomasWilliams@lemmy.world 5 points 6 months ago (1 child) ...except that PC sales will fall off a cliff, so they won't have a market to sell to. Its not like you need a PC to access the internet anymore. permalink fedilink source parent hideshow 2 child comments replies: [–] Taleya@aussie.zone 4 points 6 months ago Are you just like, completely unaware of workplaces? permalink fedilink source parent [–] T156@lemmy.world 3 points 6 months ago So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. There's also the risk that they simply may not drop the price even after, because the customer base can bear that price, so it becomes the new normal. permalink fedilink source parent [–] GalacticSushi@lemmy.blahaj.zone 11 points 6 months ago On the bright side, at least the entire global economy isn't ridiculously overextended on this delusional bubble. permalink fedilink source parent [–] Pulsar@lemmy.world -2 points 6 months ago Did you use ChatGPT to write this? permalink fedilink source parent
[–] mitkase@lemmy.world 72 points 6 months ago (1 child) All that to create Artificial Intelligence that isn’t really intelligent. permalink fedilink source parent hideshow 2 child comments replies: [–] panda_abyss@lemmy.ca 24 points 6 months ago What do you mean? Just walk the car wash! permalink fedilink source parent
[–] panda_abyss@lemmy.ca 24 points 6 months ago What do you mean? Just walk the car wash! permalink fedilink source parent
[–] ColeSloth@discuss.tchncs.de 13 points 6 months ago (1 child) The price crash is going to be great. Such a massive yo-yo. Most of the AI companies will just completely eat shit out of it. permalink fedilink source parent hideshow 2 child comments replies: [–] mic_check_one_two@lemmy.dbzer0.com 17 points 6 months ago* (3 children) Yes and no. The hardware companies have already said that they’re not interested in expanding production. They know it’s a bubble, and don’t want expanded production now to cause a glut in the future when the inevitable pop happens. So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. My best guess is that we’ll have some dark data centers sitting around collecting dust, but the hardware they bought won’t actually flood the market and crash prices. If anything, since the US dollar’s value is essentially tied to Nvidia and OpenAI’s market share, a pop will only make the dollar less powerful and will counteract any potential drops in prices that may have otherwise happened. The companies will get a trillion dollar bailout when the pop happens, (because they’re too big to fail) then nothing will change about the current hardware prices. permalink fedilink source parent hideshow 6 child comments replies: [–] ColeSloth@discuss.tchncs.de 7 points 6 months ago (1 child) All the ram being bought up is going to end up in the 2nd hand market as the hardware is all liquidated out. The prices will crash, and despite manufacturers not increasing their productions lines to build more ram, will still have to compete against themselves from the used market, meaning they won't be able to keep trying to charge crazy high prices. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 12 points 6 months ago (1 child) The problem is it's manufacturing capacity that is being bought. They're going to use that capacity to build HBM modules and data centre GPUs that cannot run outside of specialized servers. There will be a lot of high end gear gathering dust, but nothing you or I can use. Maybe if you're a large business/enterprise you could get some hardware on the cheap during the crash, but it's not ot like those things are full of DDR5 DIMMs and RTX GPUs. permalink fedilink source parent hideshow 2 child comments replies: [–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent [–] ThomasWilliams@lemmy.world 5 points 6 months ago (1 child) ...except that PC sales will fall off a cliff, so they won't have a market to sell to. Its not like you need a PC to access the internet anymore. permalink fedilink source parent hideshow 2 child comments replies: [–] Taleya@aussie.zone 4 points 6 months ago Are you just like, completely unaware of workplaces? permalink fedilink source parent [–] T156@lemmy.world 3 points 6 months ago So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. There's also the risk that they simply may not drop the price even after, because the customer base can bear that price, so it becomes the new normal. permalink fedilink source parent
[–] mic_check_one_two@lemmy.dbzer0.com 17 points 6 months ago* (3 children) Yes and no. The hardware companies have already said that they’re not interested in expanding production. They know it’s a bubble, and don’t want expanded production now to cause a glut in the future when the inevitable pop happens. So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. My best guess is that we’ll have some dark data centers sitting around collecting dust, but the hardware they bought won’t actually flood the market and crash prices. If anything, since the US dollar’s value is essentially tied to Nvidia and OpenAI’s market share, a pop will only make the dollar less powerful and will counteract any potential drops in prices that may have otherwise happened. The companies will get a trillion dollar bailout when the pop happens, (because they’re too big to fail) then nothing will change about the current hardware prices. permalink fedilink source parent hideshow 6 child comments replies: [–] ColeSloth@discuss.tchncs.de 7 points 6 months ago (1 child) All the ram being bought up is going to end up in the 2nd hand market as the hardware is all liquidated out. The prices will crash, and despite manufacturers not increasing their productions lines to build more ram, will still have to compete against themselves from the used market, meaning they won't be able to keep trying to charge crazy high prices. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 12 points 6 months ago (1 child) The problem is it's manufacturing capacity that is being bought. They're going to use that capacity to build HBM modules and data centre GPUs that cannot run outside of specialized servers. There will be a lot of high end gear gathering dust, but nothing you or I can use. Maybe if you're a large business/enterprise you could get some hardware on the cheap during the crash, but it's not ot like those things are full of DDR5 DIMMs and RTX GPUs. permalink fedilink source parent hideshow 2 child comments replies: [–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent [–] ThomasWilliams@lemmy.world 5 points 6 months ago (1 child) ...except that PC sales will fall off a cliff, so they won't have a market to sell to. Its not like you need a PC to access the internet anymore. permalink fedilink source parent hideshow 2 child comments replies: [–] Taleya@aussie.zone 4 points 6 months ago Are you just like, completely unaware of workplaces? permalink fedilink source parent [–] T156@lemmy.world 3 points 6 months ago So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. There's also the risk that they simply may not drop the price even after, because the customer base can bear that price, so it becomes the new normal. permalink fedilink source parent
[–] ColeSloth@discuss.tchncs.de 7 points 6 months ago (1 child) All the ram being bought up is going to end up in the 2nd hand market as the hardware is all liquidated out. The prices will crash, and despite manufacturers not increasing their productions lines to build more ram, will still have to compete against themselves from the used market, meaning they won't be able to keep trying to charge crazy high prices. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 12 points 6 months ago (1 child) The problem is it's manufacturing capacity that is being bought. They're going to use that capacity to build HBM modules and data centre GPUs that cannot run outside of specialized servers. There will be a lot of high end gear gathering dust, but nothing you or I can use. Maybe if you're a large business/enterprise you could get some hardware on the cheap during the crash, but it's not ot like those things are full of DDR5 DIMMs and RTX GPUs. permalink fedilink source parent hideshow 2 child comments replies: [–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent
[–] foggenbooty@lemmy.world 12 points 6 months ago (1 child) The problem is it's manufacturing capacity that is being bought. They're going to use that capacity to build HBM modules and data centre GPUs that cannot run outside of specialized servers. There will be a lot of high end gear gathering dust, but nothing you or I can use. Maybe if you're a large business/enterprise you could get some hardware on the cheap during the crash, but it's not ot like those things are full of DDR5 DIMMs and RTX GPUs. permalink fedilink source parent hideshow 2 child comments replies: [–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent
[–] ColeSloth@discuss.tchncs.de 5 points 6 months ago (1 child) Well that sucks. I dug into your info a bit as well, and it seems true. Registered ecc ram that servers tend to use won't work on consumer desktops. Good thing I don't plan on upgrading my PC for at least a few more years. As a side note, I'm pissed off the ram and storage inventory issue has delayed Valves new steam VR headset release. I've never bought VR anything before and was looking forward to it. permalink fedilink source parent hideshow 2 child comments replies: [–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent
[–] foggenbooty@lemmy.world 2 points 6 months ago It's not even ECC RAM that's the issue, it's that they're not making DDR ram at all, it's HBM RAM which is totally different. That and the GPUs are custom solutions that slot into specialty liquid cooled server chassis with proprietary connecters and everything. It's simply not for anything except for it's current purpose in a server. I know how you feel, it's too bad this is impacting Valve. I really want their new controller which won't be hit by this, but I expect they're still going to wait and release it with the other products. permalink fedilink source parent
[–] ThomasWilliams@lemmy.world 5 points 6 months ago (1 child) ...except that PC sales will fall off a cliff, so they won't have a market to sell to. Its not like you need a PC to access the internet anymore. permalink fedilink source parent hideshow 2 child comments replies: [–] Taleya@aussie.zone 4 points 6 months ago Are you just like, completely unaware of workplaces? permalink fedilink source parent
[–] Taleya@aussie.zone 4 points 6 months ago Are you just like, completely unaware of workplaces? permalink fedilink source parent
[–] T156@lemmy.world 3 points 6 months ago So prices may not actually drop, (even after the pop), because the companies still won’t be producing more hardware than they currently are. There's also the risk that they simply may not drop the price even after, because the customer base can bear that price, so it becomes the new normal. permalink fedilink source parent
[–] GalacticSushi@lemmy.blahaj.zone 11 points 6 months ago On the bright side, at least the entire global economy isn't ridiculously overextended on this delusional bubble. permalink fedilink source parent
[–] Pulsar@lemmy.world -2 points 6 months ago Did you use ChatGPT to write this? permalink fedilink source parent