Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A 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.
  • MimicJar@lemmy.worldEnglish
    5·
    17 days ago

    So you’re not 100% incorrect, but does it happen in 2027? 2028?

    Logistically it’ll probably happen eventually, but when?

    • ParlimentOfDoom@piefed.zipEnglish
      2·
      17 days ago

      OpenAI is likely to be the first domino to fall that causes the whole bubble to pop. They’re burning over $10-15 billion a year in losses, and have shown that any attempts to scale only increase that burn rate. They’re running out of investor money to toss into the fire.

      And they just announced a last ditch free unlimited for everyone plan to…I dunno drum up interest or hope it converts to paying customers or something. So their costs are about to skyrocket even more, accelerating their death spiral