Submitted 18 hours ago by lemmydividebyzero@reddthat.com to technology@lemmy.world
https://itsfoss.com/news/orange-pi-neo-delayed/
The RAM and SSD pricing situation is not unique to this project. AI data center demand has sent DDR5 prices through the roof over the past few months
…and I strongly believe that most of it is just foul play.
The AI companies are misusing their shitloads of venture capital to play with prices and manipulate the stock market.
It is absolutely foul play.
OpenAI made secret deals with DRAM manufacturers, not for memory chips but for finished wafers straight out of the Fab. Then announced them both on the same day, meaning they had a one fell swoop purchased 50+% of the world’s memory supply for 2026.
OpenAI does not (as far as anyone knows) have the machinery to process these wafers, to slice them up and package them into memory chips.
Which means the only purpose of this move was to kill the global DRAM supply and drive up prices for the competition.
Personally I wish regulators would take a hard look at this deal.
There are no regulators, they were the first casualty of the Trump administration.
Yup. It’s not real. The vast majority of GPUs delivered in 2025 aren’t plugged in. They still have some 2024 GPUs sitting idle.
This is all a shell game of fraud.
I remember reading a few days ago that OpenAI basically ordered 3 times as much RAM as they ever could use. There are also data centers fully equipped but not turned on as the local power grid could not handle the added demand.
That power grid thing is what will ultimately pop the bubble.
The lack of last mile fiber is what popped the dot com bubble.
Turns out, spending a fuckload of money on unusable infrastructure is a bad thing.
This is free market capitalism creating competition and demand right? This is supposed to make things better for the consumer right? Because in my non economist mind, this seems like a shit deal for everyone except one small group of people.
In an ideal world, the free market would punish AI investors for being so foolish. In reality, they’ll probably get a bailout when the bubble pops.
Ai isn’t worth this
I’m waiting for the ai bubble to burst so I can double my pcs ram to 128gb for 50% off of the normal price.
I’m more interested in the big enterprise grade NVMe drives. Those can be made to work on normal hardware unlike the HBM RAM.
Unlikely. They aren’t buying the RAM sticks, they are burying the capacity and making other kinds of RAM.
A few are hoarding consumer RAM, but it’s neglectable compared with the amount that’s not compared to last year
You heard them HBM for all!!!
I had a Radeon VII with HBM fuck that RAM was stupid fast for the time.
Too bad, that the normal price for that is now a 4-digit sum and will the cost you still $500+…
redsand@infosec.pub 59 minutes ago
Eww. Manjaro.