posted in Technology

cantankerous_cashew@cantankerous_cashew@lemmy.world

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.
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Dookieman12@Dookieman12@piefed.social

Replying to an earlier post

My prediction:

  1. Investors continue to fuel demand, choking supply
  2. Plans to monetize LLMs don’t pan out
  3. Eventually, lenders call their margins
  4. Investors see the called margins and get spooked; demand fizzles
  5. AI companies desperately try to liquidate their positions. Seeing the price of components, there’s a rush to sell while prices are high.
  6. PC components flood the market
  7. Record high supply, record low prices
  8. PC gaming golden age
brucethemoose@brucethemoose@lemmy.world

Replying to @⁨Dookieman12@piefed.social⁩

They aren’t PC components. They’re server GPUs.

They don’t even have ROPs anymore. There was a time when the Nvidia P100/A100 could technically game, but that’s generations ago.

FYI, during the crypto busts, Nvidia bought back GPUs and basically incinerated them to keep demand for new stuff up.

…I’m pretty sure that’s what they will do again.

Edited ⁨⁨Aug⁩ ⁨8⁩, ⁨2026⁩, ⁨02:11⁩⁩en