Hilarious, The ram in my PC i built 5 years ago is will soon be worth more than i spent on building the whole PC.

I bought a workstation with 3 TB of ram for FDTD simulations last year. Glad I got it then ...

I just checked my gaming PC I built a few years ago with 64GB of DDR5 RAM, its actually gone up in value, that is unheard of generally.

Think I will scrap my PC and sell its parts.

I wonder if there are any niche companies building decent rigs with DDR3 and 5/6th generation Intel CPUs out there, it is cheap and might be a business opportunity?

If only we have not allowed oligopolies to exist. Meanwhile, EU is not in the race at all and US has very few fabs.

Thank god they shut down 3D XPoint.

Fabricated shortage to fasten US Chip Act and US Chip Security Act

I want those AI companies that drove the prices up, to pay an immediate back-tax to all of us.

I don't want to pay more because of AI companies driving the price up. That is milking.

This is simple extrapolation from current demand, nothing more. And that's a borderline silly analysis because it assumes the AI bubble won't burst. The great misadventure in the Persian Gulf probably accelerates that because we're almost certainly going to be facing a recession.

Another thing I've been thinking about is what happens when the next generation of NVidia chips comes out? I suspect NVidia is going to delay this to milk the current demand but at some point you'll be able to buy something that's better than the H100 or B200 or whatever the current state-of-the-art for half the price. And what's that going to do to the trillions in AI DC investment?

I'm interested when the next bump in DRAM chip density is coming. That's going to change things although it seems like much of production has moved from consumer DRAM chips to HBM chips. So maybe that won't help at all.

I do think that companies will start seeing little ot no return from billions spent on AI and that's going to be aproblem. I also think that the hudnreds of billions of capital expenditure of OpenAI is going to come crashing down as there just isn't any even theoretical future revenue that can pay for all that.

I'm personally hoping that one of the AI or data center companies is suddenly unable to pay for their bills and deflate the entire industry. Probably the only hope of things getting better before the 2030s.

I fear that the real reason we do have a shortage, I mean, the real reason for the demand, is AI companies scooping what they can so that their competitors, whether existing or incumbent, can’t get to it.