← Back to context

Comment by avemuri

2 months ago

Can't agree more. We can also predict with some confidence that in a year or two, supply would have adjusted and ram will be cheaper in the long run. We benefit from the expanded demand even if the fact that it first lands as a shock is disruptive to prices.

GPU prices went through the roof for crypto and then the pandemic and never really recovered to pre-pandemic prices before once again spiking because of AI demand. So where's the increased supply of Nvidia cards to account for all the continued demand? And why haven't RAM manufacturers announced plans for increased production (instead of pulling out of the consumer market altogether)?

The past 6 years of GPU pricing (the 5080 launched at $1000, currently $1500-1800 at Microcenter) don't exactly fill me with confidence that RAM manufacturers will increase supply to meet demand and bring down prices again.

If the last five or so years are to go by, we'll just have another pricing shock by then. So yay.