← Back to context

Comment by EA-3167

6 hours 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.

12 comments

EA-3167

Reply
glub  3 hours ago

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.

  • m4rtink  18 minutes ago

    If the long term contact are with any AI companies, then good luck getting anything back in bankrupcy proceedings!

  • leoc  39 minutes ago

    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?

bethekidyouwant  6 hours ago

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.

  • EA-3167  5 hours ago

    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.

    • usef-  2 hours ago

      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.