Comment by EA-3167
1 day ago
Or even more amusing in time for the bubble to burst, I hope the big RAM makers end up holding the whole bag for that. Greedy bastards.
1 day ago
Or even more amusing in time for the bubble to burst, I hope the big RAM makers end up holding the whole bag for that. Greedy bastards.
Nearly the entire reason we're in this mess is because RAM/SSD/HDD makers are terrified of AI bubble bursting.
Long-term contracts, not building new fabs - they're in full on hedging mode right now.
Seemingly the AI bulls are either not sufficiently optimistic, or not sufficiently wealthy(?!), to build new fabs as joint ventures with the manufacturers in which they agree to assume most of the downside risk?
They signed long term contracts for the hardware delivery over years. AI investment is approaching 1 trillion per year and expected to grow to well over 1 trillion per year. [1]
Even over their many years, projects like the Manhattan Project, the Apollo Program, or the U.S. Interstate Highway System never added up to that. [2]
Is your argument that there is insufficient AI spending at present as they aren’t also taking on building their own fabs?
[1] https://www.pwc.com/gx/en/news-room/press-releases/2026/glob...
[2] https://www.aljazeera.com/news/2026/2/19/visualising-ai-spen...
If the long term contact are with any AI companies, then good luck getting anything back in bankrupcy proceedings!
If the AI bubble bursts, the DRAM manufacturers switch back to making conventional DRAM and pent-up business and consumer demand results in a surge of purchases, cushioning the fall considerably.
Look into the time frames a bit more, this isn’t a switch they flip. If the bubble bursts today it will be years before those downstream effects add up.
Looking forward to see them burn.
Since you’re not greedy when there is a memory glut I’m sure you’ll be willing to pay extra to make it fair.
Not at all, I’m going to relax with a cooling drink and watch the consequences of this unbelievably destructive and wasteful venture implode. I also adore the idea that it's on the customer to be "fair" to a company that dumped us a group in favor of chasing B2B money.
Their choice, their consequences.
I think they're talking about the past: memory has often been boom/bust. Memory manufacturers lose money during gluts, and did so long before AI. People benefited from cheap prices at that time.
Internet is a fad, it will implode at any moment.
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