which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist.
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@blogdiva so like OPEC in the 70s then? That went well
@craignicol
and by the same OPEC people. literally. Saudi Arabia and Qatar are behind this AI madness. they just wanna make sure they keep on pumping that petrol and methane. -
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RE: https://hachyderm.io/@jenniferplusplus/116127090589590254
which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist. what we are witnessing is a mafia-type collusion to remove from commercial circulation all the computational power people need to continue about their daily digital lives without paying rents to IP-thieving techbro clouds.
THERE IS NO RAM SHORTAGE.
THERE IS A BIG TECH COLLUSION TO CREATE A PC TECH SHORTAGE
memory is just the beginning. techbros are out to kill the PC market
@blogdiva I don’t think you are correct. There is both a DRAM shortage and NAND shortage, like what you said, and it’s due to techbros, but it’s not a tech collusion to create PC tech shortage.
The memory companies (Sk hynix, Samsung, Micron, etc) have moved all their production and manufacturing capacity for the next few years for AI related hardware (HBM and eSSDs). Because of this, there’s no production space for consumer-grade memory.
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@blogdiva I don’t think you are correct. There is both a DRAM shortage and NAND shortage, like what you said, and it’s due to techbros, but it’s not a tech collusion to create PC tech shortage.
The memory companies (Sk hynix, Samsung, Micron, etc) have moved all their production and manufacturing capacity for the next few years for AI related hardware (HBM and eSSDs). Because of this, there’s no production space for consumer-grade memory.
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️@blogdiva Companies like OpenAI and Google have bought all the supply for the next couple of years. You can see proof of this from the closure of Crucial’s consumer brand, Micron. They get more profit from AI companies than tech enthusiasts or gamers.
The issue is the AI bubble. It’s a circle jerk of companies just paying each other to keep their shareholders happy, and when a company goes down the US government buys them back in.
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RE: https://hachyderm.io/@jenniferplusplus/116127090589590254
which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist. what we are witnessing is a mafia-type collusion to remove from commercial circulation all the computational power people need to continue about their daily digital lives without paying rents to IP-thieving techbro clouds.
THERE IS NO RAM SHORTAGE.
THERE IS A BIG TECH COLLUSION TO CREATE A PC TECH SHORTAGE
memory is just the beginning. techbros are out to kill the PC market
@blogdiva They want you on shit computers that can’t do anything but act as terminals for their cloud.
A cloud where they control and surveil everything.
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There are already groups in every major city that refurbish computers for free and run component libraries. They will simply become ubiquitous
Phones and PCs no longer lose value. People will no longer demand 100x the computing power they actually need. Brick phones will proliferate
The panopticon will...have nothing to look at
FAANG will cease to exist, but so will Palantir and all the other data scrapers. LLMs will fail for lack of published human-made material
@johnzajac @johntimaeus @blogdiva It’s still an interesting gamble:
They are trying to convert a consumer economy into an elite economy. (Back to feudalism essentially)
They are betting that they don’t need demand from us any more, but can just keep selling ultra-expensive things to the ultra-rich.
That’s what’s going on IMO.
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@johnzajac @johntimaeus @blogdiva It’s still an interesting gamble:
They are trying to convert a consumer economy into an elite economy. (Back to feudalism essentially)
They are betting that they don’t need demand from us any more, but can just keep selling ultra-expensive things to the ultra-rich.
That’s what’s going on IMO.
@gimulnautti @johntimaeus @blogdiva
Yeah, they aren't terrible wise, are they?
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@jargoggles @blogdiva @flipper See, that’s how you end up with polluted volcanos.
Dump your billionaires elsewhere! Leave the volcanos alone!
@inthehands @blogdiva @flipper
Counterpoint: volcano hungry -
RE: https://hachyderm.io/@jenniferplusplus/116127090589590254
which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist. what we are witnessing is a mafia-type collusion to remove from commercial circulation all the computational power people need to continue about their daily digital lives without paying rents to IP-thieving techbro clouds.
THERE IS NO RAM SHORTAGE.
THERE IS A BIG TECH COLLUSION TO CREATE A PC TECH SHORTAGE
memory is just the beginning. techbros are out to kill the PC market
@blogdiva Except that is not how it works. What happens is that HBM as used in datacenters has a MUCH higher margin than consumer grade DDR RAM. But capacities on wavers are limited. So those memory companies optimize for most money per area of waver. And since the margin for HBM is so much higher, they make almost no regular consumer grade DDR RAM at all anymore. So now the demand for the little DDR RAM that is being produced is vastly higher than what is produced, so there ends up a bidding war over the little DDR RAM that is being made. AI companies are not buying up DDR RAM and not using it - they’re buying the HBM and don’t care about your DDR RAM at all.
I hate the situation right now as much as everybody else, but spreading misinformation about it is not gonna help. If there’s anyone to blame, it’s capitalism and the memory companies having no reason to make DDR RAM with a lower margin.
// Edit: This is also the reason for the increase in SSD prices, because the companies that make memory and the companies that make SSDs are an almost perfect overlap. They just all only produce what is currently by far the highest margin for them.
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Which will be useless because most content is created by the non rich
They'll have a whole lotta nothin because no one will make software because it won't make any money. I guess if you think Claude will code all software in the future that's not true, but you'd have to be a rube to believe that.
If personal compute goes away, literally 30% of modern GDP goes with it, probably more because of all the shit that relies on it for logistics and commerce
@johnzajac @johntimaeus @blogdiva
But see for persons to get compute and produce things, they're going to try to force everybody to go through bare bones terminals to access the cloud.
That way everything we make, everything we say and calculate and draw etc passes through their gates. Total surveillance and control, with them able to cut us off at any time.
Of course this only works when you have a good enough data connection to get a snappy feed from the CPUs, anyplace without fast fiber will just be left floundering. Which is fine by them.
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@johnzajac @johntimaeus @blogdiva
But see for persons to get compute and produce things, they're going to try to force everybody to go through bare bones terminals to access the cloud.
That way everything we make, everything we say and calculate and draw etc passes through their gates. Total surveillance and control, with them able to cut us off at any time.
Of course this only works when you have a good enough data connection to get a snappy feed from the CPUs, anyplace without fast fiber will just be left floundering. Which is fine by them.
@violetmadder @johntimaeus @blogdiva
They're destroying the system that *already does that* to replace it with a system that...does that?
The plausible end result of what's happening is not particularly complicated: the rich will either back down or be destroyed. That's what history tells us. The relative timeline / scale of that consequence is the only thing in question.
Also, the impact of climate change on society's metabolism and hunger for the rich should not be minimized.
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RE: https://hachyderm.io/@jenniferplusplus/116127090589590254
which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist. what we are witnessing is a mafia-type collusion to remove from commercial circulation all the computational power people need to continue about their daily digital lives without paying rents to IP-thieving techbro clouds.
THERE IS NO RAM SHORTAGE.
THERE IS A BIG TECH COLLUSION TO CREATE A PC TECH SHORTAGE
memory is just the beginning. techbros are out to kill the PC market
@blogdiva Over to you, China…
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