What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
In a just world, OpenAI would be investigated for market denial…
Game developers should focus on making good fun games without pushing the envelope on graphics, or maybe work more on optimizing things.
Microsoft should focus on not making windows a bloated piece of shit that consumes so much memory.
The solution is surprisingly simple:
“Sorry, I can’t use your online services. My electronics died. Oh well.” 🤷♂️
“No worries! We just launched Chat-Phone: a cellphone totally connected to ChatGPT. It has almost no capability by itself: poor CPU, min RAM, min/no storage, etc. But it is always connected to ChatGPT!
BTW: because of RAM shortage, we are the only smartphone maker in the world now!”
The phone is 50$, but you need the premium subscription for it to work…
eli5 why doesn’t someone produce ram and refuse to sell to AI companies and make a bloody fortune?
Because the AI companies will just offer to buy at a higher price.
If you refuse to sell to AI companies you will make a small fortune yes. If you sell to the highest bidder you’ll make a larger fortune.
Samsung
SK Hynix
Micron
That’s why.
Developing DRAM manufacturing capability is insanely difficult and hugely expensive. Almost all the worlds DRAM comes from one of these three names and they’re already making their fortune selling to AI companies. They don’t care about how many penny’s people like you or me can scrape together.
If there was really any demand more DRAM would be being produced.
The reality is most datacentre companies have warehouses full of DRAM and GPUs waiting for datacentres to be built. By the time they will be built, the GPUs they have stashed will be obsolete.
PC sales - and PCs use a lot more DRAM than phones - are falling off a cliff.
So there is no real future demand, that’s why no ones building chip fabs.
Penis! I picked a fine time to finally want to upgrade my Win 7 laptop from 2011.
Fortunately I’m currently I’m happy with what I have. I think I’ll oulast this.
I’m betting on a $700/$800 Steam Deck 2 when that launches and that being a solid deal. PS6 and it’s rumored 36GB of memory, don’t hold your breath for a release
When the bubble pops most of that gear will be useless for consumer use.
Article doesnt mention China?
