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.

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.

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.

can't read the article due to a paywall.

[dead]

Expect shortages across the board. RAM? That's the tip of the iceberg, think food and gas.

I fear the author and most commenters are not aware of the law of demand and supply. If there is demand for consumer RAM, there will be supply for consumer RAM. It just takes time and risk-assessment to scale up operations.

We have RAM shortage now, we will have very cheap RAM tomorrow. It’s not like production is bottlenecked by raw materials. Chip companies just need to assess if the demand by AI companies will last so it’s better to scale up, or perhaps they should wait it out instead of oversupplying and cutting into their profits.