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Data centers will consume 70 percent of memory chips made in 2026 - supply shortfall will cause the chip shortage to spread to other segments | Tom's Hardware

⁨695⁩ ⁨likes⁩

Submitted ⁨⁨2⁩ ⁨weeks⁩ ago⁩ by ⁨filister@lemmy.world⁩ to ⁨technology@lemmy.world⁩

https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments

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Comments

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  • sns@lemmy.dbzer0.com ⁨2⁩ ⁨weeks⁩ ago

    When this all crashes to the ground it’s going to be ugly.

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    • Pechente@feddit.org ⁨2⁩ ⁨weeks⁩ ago

      Can’t happen soon enough. Few people want AI and now it will fuck over a bunch of people very directly. No idea how long the investors can keep inflating this bubble now.

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      • U7826391786239@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

        the problem is that governments want AI for their surveillance bullshit, especially FSA. they will never let any of these companies fail, and in fact will have no problem blowing $Xbillion of taxpayer money to bail them out

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      • sorghum@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

        Local and self controled AI has some really cool applications. When I can afford it, replacing my home security cameras with something that stays local and not sent to the cloud is on my list of things to do. When I do that having a local AI do image recognition and tying it into my home assistant setup will be a cool project.

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      • phx@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        I haven’t yet seen where use of AI hasn’t made things worse.

        • Agents: Every instance of AI for “customer service” I’ve run into basically just closed cases for invalid reasons, spouted bullshit, and was used to block interacting with a real human, trapping users in infinite loops (thanks eBay) or disconnecting on them (thanks PayPal)

        • Security: M365 seems to be relying heavily on this now, which means that the same phishing email which was successfully blocked last week will randomly get through a few times this week for no apparent reason

        *Coding: sometimes useful, but also points to do stuff like reference functions that don’t actually exist in the API/language being used

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      • CosmoNova@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        They already planned and built many data centers by then and will use them. It‘s going to be cloud services all the way. Desktops or even capable phones will be a thing of the past as everyone expects you to source out computing power to a subscription service. We will own nothing. It‘s peak capitalism.

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    • cv_octavio@piefed.ca ⁨2⁩ ⁨weeks⁩ ago

      Keep that powder dry for the cheap RAM when the pendulum swings back.

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      • paraphrand@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        I feel like some sort of scheme will be invented to fuck your average person over when that time comes.

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      • FinalRemix@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        Good joke, this.

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    • NotASharkInAManSuit@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      Ugly, yes, but also cheap.

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      • zbyte64@awful.systems ⁨2⁩ ⁨weeks⁩ ago

        IDK, a lot of that data center AI hardware is built to self-destruct after a few years. It’s going to take time for the factories to retool before we see prices drop back down.

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    • fartographer@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      RAM will be cheap! So will the dollar… Maybe I can get a good deal on upgrades to my server by reclaiming the gold in the contacts?

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    • Valmond@lemmy.dbzer0.com ⁨2⁩ ⁨weeks⁩ ago

      But we might scoop up loads of cheap RAM, hard drives and a nice GPU!

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      • Goodeye8@piefed.social ⁨2⁩ ⁨weeks⁩ ago

        Unless you’re planning on buying the whole rack you’re not scooping up anything, except maybe the hard drives. The memory and GPUs are not consumer grade hardware. Some of the GPUs you technically could hook up to your PC, for example the Nvidia A6000, but its launch price was ~$4500 so even on the cheaper end you’re shelling out probably $3000 for a card that (out the box) is marginally better than the 4070ti. Most of the GPUs and pretty much all of the memory is not compatible with your standard consumer grade MoBos.

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    • Cocodapuf@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      So when that happens… Is there gonna be like a memory auction? Will I have to buy a whole ai training rig just to get the RAM?

      I’ll just take your best guess.

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      • IronBird@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        there will probably be a flood of cheap hardware/server equipment flooding the second hand market, yes

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  • boaratio@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

    It’s not a shortage, it’s billionaires hoarding the existing supply.

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    • Virtvirt588@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      So essentially scalpers.

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      • boaratio@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        Yup.

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    • 0x0@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

      No, it’s big companies selling to the highest bidder instead of keeping all their customer tiers.

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  • NavySqueal@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

    Damn so we really aren’t always going to have calculators :'(

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  • phoenixz@lemmy.ca ⁨2⁩ ⁨weeks⁩ ago

    Yeah, so this is the part where the market regulates itself? Y’know, the part where ultra billionaires just dump money by the boatloads to buy up stuff that everyone needs?

    Capitalism will ONLY work if we put hard caps on how much wealth a single person can hoard. Billionaires shouldn’t exist. Millionaires shouldn’t exist. There is no need for them and there is no human right somewhere that says that you really van become one.

    Any wealth over 1 million should be taxed 100%, doesn’t matter the country.

    With that, we can say goodbye to hundreds of problems that plague the world, including this one

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    • Ilovethebomb@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

      This platform is so incredibly out of touch with reality, especially the more left leaning side of things.

      A millionaire these days just means you’ve paid off your mortgage and have a decent amount put away for retirement.

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      • ScientifficDoggo@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

        I only half agree with this assessment. Most million dollar homes are million dollar homes due to billionaires and firms poaching housing from actual families and driving up prices.

        Idk WHERE we draw the line, but I absolutely say we start culling from the top and see where we land.

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      • evol@lemmy.today ⁨2⁩ ⁨weeks⁩ ago

        Marx himself wrote this long ass book explaining the capitalism of his time, yet modern leftist have no interest understanding the economy of their time.

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    • anon_8675309@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      A million ain’t what it used to be. You want to retire so you need to invest. You don’t want to pass laws that make that impossible.

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      • Mongostein@lemmy.ca ⁨2⁩ ⁨weeks⁩ ago

        But if you had free healthcare, UBI, and your home is paid off, would you really need to save that much?

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    • RamRabbit@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      Millionaires shouldn’t exist.

      Most middle-class people who put their mind it it will become a millionaire. It involves not buying cars constantly and investing your money and letting it grow for decades. I can’t stress enough how big of a difference those two things make.

      Seriously, a huge portion of retirees are millionaires because they were responsible and didn’t blow all their money.

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      • Ilovethebomb@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

        Very much so, even someone in the trades could well be a millionaire when they retire.

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    • Bronzebeard@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

      Any wealth over 1 million

      So you don’t understand the value of money, got it. This isn’t even a decent retirement anymore. And that’s if it’s all invested assets. Not even including the absurdity of housing values these days. You can only pull 35-40k from that without hitting the principal.

      You can reach 1 million in assets over a decade or so as a middle class worker.

      Stop drawing your lines in the sand through your fellow workers! You kill any support you might have with this idiotic crab in a bucket mentality.

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      • demonsword@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        You can reach 1 million in assets over a decade or so as a middle class worker.

        This might be true in a rich 1st world country. For a small subset of “middle class worker”, most live paycheck to paycheck, barely scraping by.

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    • iopq@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      My dad’s house that he bought in 2006 is worth over 1 million, how do you tax that

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      • sin_free_for_00_days@sopuli.xyz ⁨2⁩ ⁨weeks⁩ ago

        If you are in my state, it’s taxed via property tax.

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    • athatet@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

      “Capitalism will ONLY work…”

      It really won’t.

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  • forrgott@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

    Watch this not ever really even touch the mobile phone market. The only computer they want you to have access to is the one they fully control…

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    • milagemayvary@mstdn.social ⁨2⁩ ⁨weeks⁩ ago

      @forrgott @filister

      It might...

      Attachment: media.mstdn.social ↗
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    • sorghum@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

      Might want to keep an eye on !linuxphones@lemmy.ca. It’s time we take back control of that computing sector

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  • gdog05@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

    Data centers will consume…

    No, data centers that are slated to be built say they’ll consume. If they don’t get built because they run out of funding or the bubble bursts, then they won’t consume. They’re trying really fucking hard to make fetch happen.

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    • SnotFlickerman@lemmy.blahaj.zone ⁨2⁩ ⁨weeks⁩ ago

      They’re trying really fucking hard to make fetch happen.

      Which is dumb because neofetch, fastfetch, hyfetch, and uwufetch all already exist!

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      • supamanc@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        You think they allow prices to go down?

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  • Lucidlethargy@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

    this is fine

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  • captain_aggravated@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

    …What forces defend these datacenters? Could a platoon of motivated civilians armed with pump action shotguns carry all the RAM out of one?

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    • theparadox@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      They use a different kind of RAM.

      It’s the capacity to make RAM and the materials required to make RAM that is going to datacenters.

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      • bold_atlas@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        I probably got an adapter somewhere

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      • captain_aggravated@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

        So we should just straight-up vandalize them? As much property damage as possible, forget the shotguns, bring bulldozers, gasoline and road flares?

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    • bold_atlas@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      No but anyone with a a cheap vintage military rifle with 2000 yard/meter iron sights could reek havoc by lobbing a few bullets at like a mortar from extreme range. It would be ridiculously easy to get away with with doing a few times. Just do it at random times and in different locations.

      They will have to start building these things in the Nevada test range if enough people took up this new hobby.

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      • captain_aggravated@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

        You remember a few years ago when some random town in North Carolina made the national news because some Proud Boys shot out the substation because there was a drag show at a local downtown theater?

        I’m from there.

        What I learned in those four days without refrigeration or air conditioning is that substations aren’t bulletproof.

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  • tomiant@piefed.social ⁨2⁩ ⁨weeks⁩ ago

    Hold on while I use AI to create an image of a dog in a funny hat!

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    • InternetCitizen2@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      As far as I know this user is a dog

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  • 0x0@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

    Big brands already said Fuck you consumer, we’re gonna sell to the big boys.
    It only saddens me that when the AI bubble bursts people will still buy stuff from the likes of Micron when they start supplying the plebes again.

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  • HertzDentalBar@lemmy.blahaj.zone ⁨2⁩ ⁨weeks⁩ ago

    Only good LLM is a deleted LLM, same goes for capitalists.

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    • Bababasti@feddit.org ⁨2⁩ ⁨weeks⁩ ago
      rm -rf capitalism/
      
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  • dylanmorgan@slrpnk.net ⁨2⁩ ⁨weeks⁩ ago

    Except there are zero contracts in place to actually build those data centers, nor is there enough power generated to run them. I really wish tech journalists would do the background to determine if what these documented liars are saying is even possible, never mind likely.

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    • ThomasWilliams@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      The fact that no new ram production capacity is being developed would indicate a lack of future contracts

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  • GMac@feddit.org ⁨2⁩ ⁨weeks⁩ ago

    Can we all buy cheap hardware when the bubble bursts and the billionaires decide not to pay the electricity bills for these ridiculous datacentres?

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    • Rothe@piefed.social ⁨2⁩ ⁨weeks⁩ ago

      Unlike with the GPU shortage, where the cryptomining gpus could be used by regular consumers, the datacenter ram and so on is not usable on personal computers. It is all going to be e-waste, and we will still have a shortage after the bubble burst.

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      • RamRabbit@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        While it won’t be usable by consumers, lots of businesses will happily scoop up the pieces for their own servers. Not only will a ton of demand vanish, but a ton of supply will appear at the same time.

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      • Pika@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

        is datacenter ram really not usable on personal PC’s? I figured it was the same as consumer ram but with ECC features.

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      • GMac@feddit.org ⁨2⁩ ⁨weeks⁩ ago

        Well that sucks. I assumed the ram, ssds, hdds could be recycled into useful forms.

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      • sobchak@programming.dev ⁨2⁩ ⁨weeks⁩ ago

        It’s possible someone would make it usable. A long time ago, I bought a laptop CPU that was soldered onto a board so it would go into a normal desktop socket. Guessing there was a glut of laptop CPUs at the time.

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      • eli@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

        Yeah and the e-waste centers will clean up the hardware and resell it.

        It’ll be a flood into the market. Supply and demand and all that.

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    • morto@piefed.social ⁨2⁩ ⁨weeks⁩ ago

      Warning: spoiler

      spoiler

      No

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    • portnull@lemmy.dbzer0.com ⁨2⁩ ⁨weeks⁩ ago

      Even if we would get and be able to use any hardwareit would have been ridden hard. Expected remaining lifespan may be low

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    • Tollana1234567@lemmy.today ⁨2⁩ ⁨weeks⁩ ago

      the AI chips are usable for regular consumers like you or me.

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  • PotatoLibre@feddit.it ⁨2⁩ ⁨weeks⁩ ago

    Can we start to burn serverhalls?

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    • athatet@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

      This is the comment that got me banned from Reddit and moved to Lemmy lmao

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    • iopq@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

      Accidentally burns all the lemmy servers

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  • morphballganon@mtgzone.com ⁨2⁩ ⁨weeks⁩ ago

    SOOO let’s start some new companies to increase the supply… ? Obviously?

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    • Tollana1234567@lemmy.today ⁨2⁩ ⁨weeks⁩ ago

      too bad there isnt much of competition outside of nvidia, at least not that can match them.

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  • FE80@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

    Maybe we should manage these supply chain bottlenecks with AI.

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  • BlackLaZoR@fedia.io ⁨2⁩ ⁨weeks⁩ ago

    All of that because some richtards have too much money to burn

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    • Deceptichum@quokk.au ⁨2⁩ ⁨weeks⁩ ago

      You can just say rich.

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  • NewNewAugustEast@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

    And nobody care enough to do anything about, not even the consumers. Meta is building a new AI and data facility larger than disney land. They have the money thanks to face book and instagram.

    But you tell people, hey if you care maybe do the simplest thing and quit using those products, and all you get is push back. Even here on Lemmy. They would rather their lives be worse than take the slightest inconvenience.

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    • jivandabeast@lemmy.browntown.dev ⁨2⁩ ⁨weeks⁩ ago

      Lemmy has, what, like 70k MAUs? If everyone here stopped using these platforms (many of which im sure already use them very minimally) it wouldn’t be a drop in the bucket of big techs user base.

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      • NewNewAugustEast@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

        My point was that you would think that Lemmy users of all people would at least be more open to dropping the big platforms. If most of the users here are pushing back, then we really are fucked.

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  • eleijeep@piefed.social ⁨2⁩ ⁨weeks⁩ ago

    Who will end up holding the bag?

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  • TheObviousSolution@lemmy.ca ⁨2⁩ ⁨weeks⁩ ago

    Doesn’t help they literally said they would stop producing chips and that they have done so.

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  • biggerbogboy@sh.itjust.works ⁨2⁩ ⁨weeks⁩ ago

    I believe that if these AI hyperscaler facilities can’t get built or can’t pay their bills, the ram will likely not be usable for consumers if they get foreclosed on, since these companies are directly buying silicon wafers since it’s a cost cutting measure, so if they’re not built, most wafers could just stay like that, and if they are changed to work in their servers, I fully doubt they’ll use modules, since they could’ve just bought modules to save endless downtime before the facility actually starts making money for them.

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  • fogrye@lemmy.zip ⁨2⁩ ⁨weeks⁩ ago

    AI revolution is so great

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  • DylanMc6@lemmy.dbzer0.com ⁨2⁩ ⁨weeks⁩ ago

    We need a Breaking Bad-type scenario with memory chips.

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  • PissingIntoTheWind@lemmy.world ⁨2⁩ ⁨weeks⁩ ago

    Just a heads up. 91 billion in data centers is held up by local politics. Won’t be built. So expect this to soften the Ai market.

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  • chemicalprophet@slrpnk.net ⁨2⁩ ⁨weeks⁩ ago

    Let me write that down…

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