posted in Technology
2027 RAM Capacity Has Reportedly Been Sold out
www.ign.com/articles/ramageddon-continues-another-year-as-2027-memory-capacity-is-reportedly-sold-out
IGNNow That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time SoonA new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies. Replying to @cantankerous_cashew@lemmy.world
Things don’t add up. I see articles about computer parts becoming unavailable along with articles about data center plans being cancelled or not getting built. I assume the data centers ARE getting built and those second articles are lies to calm people down.
Replying to @Simulation6@sopuli.xyz
OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:
You and I are the victims of this until the bubble finally pops and the deal falls through.
Replying to @poopkins@lemmy.world
You and I are the victims
We’re way downstream. The “victims” are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.
Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.
That’s not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.
Replying to @UnderpantsWeevil@lemmy.world
Local small businesses are being priced out of self hosted server options since ~October (Source: MSP)