Comment by cogman10
15 hours ago
The thing is, even if the market bursts, prices are already inflated. RAM manufacturers know that everything 5xed and they aren't likely going to rush out and drop the price levels to pre-expansion. Once the AI market bursts, you can expect slow and methodical decreases in price (if any).
And that will ultimately buy China a lot of time to shove their ram into the market cutting ram manufacturers out of most non-US markets.
I think the major memory manufacturers are simply banking on their ability to flood the market if worst comes to worse. That or I could see some standards trickery around DDR6 (or some new BS standard). It'd not shock me if they coordinated with AMD/Intel to keep the standard secret as long as possible simply give themselves a lead in production.
Graphic cards prices normalized quite quickly after crypto boom. Before going nuts for AI training of course.
>Graphic cards prices normalized quite quickly after crypto boom
Eh, I don't think we were on the same planet then. Even post crypto pre-AI GPUs were far more expensive than they were before said crypto. We just got used to paying $1000 for a mid tier cards.
Those were driven up by scalpers during the crypto stuff. The manufacturers were still selling their cards for a reasonable amount, you just couldn't get one because scalpers and crypto farmers had bot armies gobbling up supplies.
The ram pricing is coming directly from manufacturers.