Comment by mrweasel
20 hours ago
> RAM/Chip prices are way, way up
So that cloud providers can have servers and GPUs sitting unpowered in warehouses and datacenters.
20 hours ago
> RAM/Chip prices are way, way up
So that cloud providers can have servers and GPUs sitting unpowered in warehouses and datacenters.
Right. The prices are up for Nvidia’s benefit (and Micron, Sandisk by extension).
I know it’s now a trope to say “an incoming Democratic Congress should…” but there are really serious questions to ask about the means by which Nvidia is securing such a radically high value buy-and-hold strategy, and whether it amounts to deceptive channel stuffing.
The whole tech industry is using apparent demand for Blackwell GPUs as a proxy for AI demand, when this is a wholly broken metric because Nvidia seems to be gaming it, and everyone (consumer and business alike) is paying more as a result.