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Posted by geox 15 hours ago

As AI gobbles up chips, prices for devices may rise(www.npr.org)
183 points | 268 commentspage 3
derelicta 2 hours ago|
I'd like to see a State-owned memory manufacturer
disqard 3 hours ago||
The free market will surely fix this, amirite?

Maybe this is the free market working as intended -- did you know that RAM is actually a luxury item, like a Rolls Royce, and most plebes should just make do with 4gb machines, because that is the optimum solution!

kotaKat 3 hours ago||
Does this mean developers will have to make their software work on hardware with 8GB of RAM and stop blindly assuming every person in the world gets a packed developer workstation like they do?
intrasight 58 minutes ago|
In an idealized market economy that would be the case. But it is far from ideal. Your individual incentive as a SWE is to write more code.
netbioserror 14 hours ago||
Positive downstream effect: The way software is built will need to be rethought and improved to utilize efficiencies for stagnating hardware compute. Think of how staggering the step from the start of a console generation to the end used to be. Native-compiled languages have made bounding leaps that might be worth pursuing again.
yooogurt 13 hours ago||
Alternatively, we'll see a drop in deployment diversity, with more and more functionality shifted to centralised providers that have economies of scale and the resources to optimise.

E.g. IDEs could continue to demand lots of CPU/RAM, and cloud providers are able to deliver that cheaper than a mostly idle desktop.

If that happens, more and more of its functionality will come to rely on having low datacenter latencies, making use on desktops less viable.

Who will realistically be optimising build times for usecases that don't have sub-ms access to build caches, and when those build caches are available, what will stop the median program from having even larger dependency graphs.

linguae 12 hours ago||
I’d feel better about the RAM price spikes if they were caused by a natural disaster and not by Sam Altman buying up 40% of the raw wafer supply, other Big Tech companies buying up RAM, and the RAM oligopoly situation restricting supply.

This will only serve to increase the power of big players who can afford higher component prices (and who, thanks to their oligopoly status, can effectively set the market price for everyone else), while individuals and smaller institutions are forced to either spend more or work with less computing resources.

The optimistic take is that this will force software vendors into shipping more efficient software, but I also agree with this pessimistic take, that companies that can afford inflated prices will take advantage of the situation to pull ahead of competitors who can’t afford tech at inflated prices.

I don’t know what we can do as normal people other than making do with the hardware we have and boycotting Big Tech, though I don’t know how effective the latter is.

piskov 13 hours ago|||
Some Soviet humor will help you understand the true course of events:

A dad comes home and tells his kid, “Hey, vodka’s more expensive now.” “So you’re gonna drink less?” “Nope. You’re gonna eat less.”

ip26 10 hours ago||
I have some hope for transpiling to become more commonplace. What would happen if you could write in Python, but trivially transpile to C++ and back?
deadbabe 9 hours ago||
Are we finally going to be forced to use something like CollapseOS, when the supply chains can no longer deliver chips to the masses?
johnea 14 hours ago||
"May rise"?

Prices are already through the roof...

https://www.tomsguide.com/news/live/ram-price-crisis-updates

piskov 13 hours ago||
Big companies secure long-term pricing (multi-year), so iPhones probably won’t feel this in 2026 (or even 2027).

2028 is another story depending on whether this frenzy continues / fabs being built (don’t know whether they are as hard as cpu)

Imustaskforhelp 14 hours ago||
Asus is ramping up production of ram...

So lets see if they might "save us"

jazzyjackson 13 hours ago|||
Asus doesn't operate fabs and has denied the rumor

https://www.tomshardware.com/pc-components/dram/no-asus-isnt...

Imustaskforhelp 7 hours ago||
Hey sorry, I didn't knew that. I had watched the short form content (https://www.youtube.com/shorts/eSnlgBlgMp8) [Asus is going to save gaming] and I didn't knew that It was a rumour.

My bad

CamperBob2 14 hours ago||||
Asus doesn't make RAM. That's the whole problem: there are plenty of RAM retail brands, but they are all just selling products that originate from only a couple of actual fabs.
nrp 13 hours ago||
Three major ones: Micron, Samsung, SK Hynix

And a couple of smaller ones: CXMT (if you’re not afraid of the sanctions), Nanya, and a few others with older technology

whaleofatw2022 11 hours ago||
Is this glofo's time to shine?
bee_rider 9 hours ago||
Do they make DRAM? I thought they made compute chips mostly.

If I recall correctly, RAM is even more niche and specialized than the (already quite specialized) general chip manufacturing. The structure is super-duper regular, just a big grid of cells, so it is super-duper optimized.

FastFT 9 hours ago||
They (GF) do not make DRAM. They might have an eDRAM process inherited from IBM, but it would not be competitive.

You’re correct that DRAM is a very specialized process. The bit cell capacitors are a trench type that is uncommon in the general industry, so the major logic fabs would have a fairly uphill battle to become competitive (they also have no desire to enter the DRAM market in general).

shevy-java 13 hours ago|||
So far all I am seeing is an increase in prices, so any company claiming it will "ramp up production" here is, in my opinion, just lying for tactical reasons.

Governments need to intervene here. This is a mafia scheme now.

I purchased about three semi-cheap computers in the last ~5 years or so. Looking at the RAM prices, the very same units I bought (!) now cost 2.5x as much as before (here I refer to my latest computer model, from 2 years ago). This is a mafia now. I also think these AI companies should be extra taxed because they cause us economic harm here.

trinsic2 6 hours ago||
Taxed extra is a good idea. But they bought our current administration so we all know that's not going to happen unless something big happens like Trump gets impeached, and all the criminals in congress go to prison. I'm wondering how likely that will happen. people need to get more directly involved in putting pressure on senators.
cglan 11 hours ago||
At this current pace, if "the electorate" doesn't see real benefits to any of this. 2028 is going to be referendum on AI unfortunately.

Whether you like it or not, AI right now is mostly

- high electricity prices - crazy computer part prices - phasing out of a lot of formerly high paying jobs

and the benefits are mostly - slop and chatgpt

Unless OpenAI and co produce the machine god, which genuinely is possible. If most people's interactions with AI are the negative externalities they'll quickly be wondering if ChatGPT is worth this cost.

caconym_ 8 hours ago||
> they'll quickly be wondering if ChatGPT is worth this cost

They should be, and the answer is obviously no—at least to them. No political or business leader has outlined a concrete, plausible path to the sort of vague UBI utopia that's been promised for "regular folks" in the bullish scenario (AGI, ASI, etc.), nor have they convincingly argued that this isn't an insane bubble that's going to cripple our economy when AGI doesn't happen—a scenario that's looking more and more likely every day.

There is no upside and only downside; whether we're heading for sci-fi apocalypse or economic catastrophe, the malignant lunatics pushing this technology expect to be insulated from consequences whether they end up owning the future light-cone of humanity or simply enjoying the cushion of their vast wealth while the majority suffers the consequences of an economic crash a few rich men caused by betting it all, even what wasn't theirs to bet.

Everybody should be fighting this tooth and nail. Even if these technologies are useful (I believe they are), and even if they can be made into profitable products and sustainable businesses, what's happening now isn't related to any of that.

zaptheimpaler 11 hours ago|||
I hope they do. We live in a time of incredibly centralized wealth & power and AI and particularly "the machine god" has the potential to make things 100x worse and return us to a feudal system if the ownership and profits all go to a few capital owners.
trinsic2 6 hours ago||
IMHO this is exactly what is happening. Everyone should be on the phone with there senators putting pressure to enforce anti-trust and deal with citizens united
OGEnthusiast 8 hours ago|||
> At this current pace, if "the electorate" doesn't see real benefits to any of this. 2028 is going to be referendum on AI unfortunately.

Not saying this is necessarily a bad prediction for 2028, but I'm old enough to remember when the 2020 election was going to be a referendum on billionaires and big tech monopolies.

stefan_ 11 hours ago||
For good measure, a bunch of this is funded through money taken directly from the electorates taxes and given to a few select companies, whose leaders then graciously donate to the latest Ballroom grift. Micron, so greedy they thought nothing of shutting down their consumer brand even when it costs them nothing at all, got $6B in Chips Act money in 2024.
Culonavirus 4 hours ago||
I mean yea, but this is THE wrong site to post stuff like this. Half the people here are the AI cock and the other half is riding it.
CTDOCodebases 3 hours ago|
"May"
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