Because the AI companies will just offer to buy at a higher price.

If you refuse to sell to AI companies you will make a small fortune yes. If you sell to the highest bidder you’ll make a larger fortune.

That’s for unbiased upvote and downvote totals. I did this with all my comments, though I periodically check to see if I missed any. I decided to get that done one day, and I never looked back.

I’m not sure there’s a way to have proper assurances for such vast sums of silicon and money. You’re going with the flow of the speculation at that point. If it pops, their best hope is for bailouts to save them (not unrealistic, but their interlocutors will then be governments, not corporations).

Promises of buying only work if the buyer still exists at the time you produce the goods.
Besides, I’m pretty sure that the main buyers type on the consumer side are PC and phone makers. So they could go back there almost unharmed.

“No worries! We just launched Chat-Phone: a cellphone totally connected to ChatGPT. It has almost no capability by itself: poor CPU, min RAM, min/no storage, etc. But it is always connected to ChatGPT!
BTW: because of RAM shortage, we are the only smartphone maker in the world now!”
The phone is 50$, but you need the premium subscription for it to work…

Samsung

SK Hynix

Micron

That’s why.

Developing DRAM manufacturing capability is insanely difficult and hugely expensive. Almost all the worlds DRAM comes from one of these three names and they’re already making their fortune selling to AI companies. They don’t care about how many penny’s people like you or me can scrape together.

You do have a good point that at a certain point it is not possible to have assurances as in values. However, there are other assurances that can be even more important, such as, contractual ones. If they do not have the proper assurances at that level too up to a certain point, then everyone is highly blindsided on the c suite.

But my biggest point has to do with burning a massive bridge, the consumers, and take a dive into this nonsense.

When the bubble pops most of that gear will be useless for consumer use.

If there was really any demand more DRAM would be being produced.

The reality is most datacentre companies have warehouses full of DRAM and GPUs waiting for datacentres to be built. By the time they will be built, the GPUs they have stashed will be obsolete.

PC sales - and PCs use a lot more DRAM than phones - are falling off a cliff.

So there is no real future demand, that’s why no ones building chip fabs.

Penis! I picked a fine time to finally want to upgrade my Win 7 laptop from 2011.

There won’t be “cheap computer parts”, it will all be datacenter junk that’s useless to a consumer, like rackmounted servers with insanely loud fans and “GPUs” that can’t output an image or play games.

Too bad it will be difficult for us to see all their fancy cheap RAM through all the yummy Venezuelan oil covering this place! It’s totally worth my eyes and skin stinging a little bit all the time. Oh and my lungs of course.

~sad /s~

I’m betting on a $700/$800 Steam Deck 2 when that launches and that being a solid deal. PS6 and it’s rumored 36GB of memory, don’t hold your breath for a release

this is not “the market” that phrase is referring to

What market is it?

I thought everyone had heard this meme by now.

I edited my post to add the source.

Sorry I didn’t mean anything by that. I don’t care if you post a source or not. I was just answering their question.

Game developers should focus on making good fun games without pushing the envelope on graphics, or maybe work more on optimizing things.

Microsoft should focus on not making windows a bloated piece of shit that consumes so much memory.