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Joined 3 years ago
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Cake day: June 25th, 2023

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  • Thing is, most of those data centers and video GPGPUs are dark and will likely stay so. The cards will be obsolete by the time the centers are built, the power sourced, they’ve been sued and injunctioned etc., etc. . (reminiscent of all that dark fiber left after the OG internet bubble pop)

    The RAMpocalypse is mostly market manipulation courtesy of SamA grabbing 40% of global supply (of wafers, not even chips yet) from two of the three memory companies on the same day. In a better (the old) world he’d have been put in jail for this and fraud already.

    Which is to say, the demand is mostly fictional and FOMO and the big three memory companies are leaning hard into it because profit, and, the price never comes all the way back down, also a win for them. They make huge profit (hence making 5 year price fix deals with stupid people) until the Chinese companies ramp up production and the game ends. The actual RAM may or may not actually end up used, depending on when the bubble pops and what happens after.

    Just rampant greed doing what it does, SNAFU.




  • Yup, there’s a cycle between centralization and edge. Started with centralization, mainframes, went edge with the first PCs (and game consoles) and ever since corpos have been trying to pull it back to the center in waves. Thin client, cloud compute, arguably phones (as apps processing in the cloud), Geforce Now, AI. So far it’s always gone back to the edge for most of the population, except for niche cases (or not in the case of phones). As internet gets faster and more reliable the chance of it sticking longer in the central zone increases (IMO).