Comment by seanmcdirmid
2 days ago
Memory prices will rise short term and generally fall long term, even with the current supply hiccup the answer is to just build out more capacity (which will happen if there is healthy competition). I meant, I expect the other mobile chip providers to adopt unified architecture and beefy GPU cores on chip and lots of bandwidth to connect it to memory (at the max or ultra level, at least), I think AMD is already doing UM at least?
> Memory prices will rise short term and generally fall long term, even with the current supply hiccup the answer is to just build out more capacity (which will happen if there is healthy competition)
Don't worry! Sam Altman is on it. Making sure there never is healthy competition that is.
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...
We’ve been through multiple cycles of scarcity/surplus DRAM cycles in the last couple of decades. Why do we think it will be different now?
> Why do we think it will be different now?
Margins. AI usage can pay a lot more. Even if they sell less than can still be more profitable.
In the past there wasn’t a high margin usage. Servers didn’t charge such a high premium.
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