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Wandering Adventure Party

jsJ

js@ap.nil.im

@js@ap.nil.im
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  • which is why there is no hoarding of all the computers and RAM for data centers that don’t even exist.
    jsJ js

    @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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