Also, fuck Micron and the loyalty I gave them
When you say it like that AI sounds like one big scam.
I think Louis Rossmann said it right: https://youtu.be/WpPIW4aeeag?t=699
tl;dw: “Fuck you!” …“You have them for Sam Altman, just not for me.”
DDR3 still works just fine
Been running that shit since 2009
Slots open still, 4 to go
32 gigs and I can buy mo’
Reminds me of the Ankh Morpork Pork Futures Warehouse.
The real reason is that the people running those AIs that they put so much money into to get where they currently are are well aware that people can just run their own models locally and cut them out of the picture entirely so they are attempting to monopolize the hardware needed to run it under the guise of getting ready to expand into the future.
Though the storage I think is more about wanting to keep a log of each interaction with their model for training and other ways to profiting from it (openly or covertly).
Like the whole “ai output isn’t copyrightable” benefits them because they can just straight up use whatever output their models generate and it will be perfectly legal.
Not just AI. Many of these companies are also very entrenched in Cloud Services and have pushed cloud/subscription only models as a perpetual source of income.
By manipulating the supply chain to push up the prices of hardware, it’s similar to how buying up the housing market allows incumbents to squeeze out competitors and ensure that they control how much “rent” people have to pay
When you zoom out and look at the bigger picture, this is just the latest instance of ever expanding credit being converted into assets, just like housing, and reflected in everything down to groceries.
The structural problem lies in the very fact that we have, since 1971 and the end of the Bretton Woods system, fiat currencies backed by nothing tangible or physical, allowing for limitless expansion and by extension inevitable devaluation.
That money has to go somewhere to avoid being eaten by the very inflation it created, holding onto a resource that can be infinitely replicated, like currency in our present system, is a guaranteed loss.
The goal of fiat fueled VC bubbles is never to generate immediate, honest profits from selling a product to consumers, the goal is asset inflation and capital preservation.
The system is not broken, it is in fact working exactly as intended.
I wouldn’t blame fiat at all. It’s an issue of governance, classes and growing poverty. Capital has been shrinking labour’s share, year on year. Your inability to afford a nominal price has nothing to do with fiat. The capitalist class have just grown more brazen and they’ve realised no one will say “no”.
https://fortune.com/2026/01/13/us-workers-smallest-labor-share-gdp-on-record/
If you want to quip about AI being mentioned in the above article do note that labour’s share of GDP had been on the decline before ‘AI’ was a twinkle in your father’s eye. It’s been a set trend, with politician’s endlessly arguing with the working class: you’ll get your share soon™, but not now. It never came and it never will. The political promises are the same, but they increasingly sound ever hollower.
It’s just more capitalists doing what capitalists do.
well they are mathematically possible just not necessarily economically feasible
Why don’t they do this for every product I wonder.
Because a cutting edge semiconductor fab takes about $10 billion and 3-5 years to build. So when they made the plans in 2020 based on anticipated demand in 2023-2025, they started the process for manufacturing memory that would be useful for DDR5 specs. Then big orders came in later, during the AI boom of 2023 onward, to claim the cutting edge fabs’ 2025 production, to manufacture that very fast memory to be connected directly to logic chips rather than standalone memory packages/DIMMs.
In other industries, production would just pick up to meet the new demand, faster, to claim all that money sloshing around. But when the bottleneck is with something that takes 5-10 years to finance and plan, sudden increases in demand usually result in crazy price volatility.
See also the whiskey market of 2015-2025, where the production of whiskeys that required 12+ years of aging hit a bottleneck, because 2005 producers couldn’t have predicted just how much 12-year-old whiskey people would want in 2017.
In preparation for the future, we need to come up with a way to connect HBM to DIMM and SODIMM modules, since we’re going to have a bumper crop of the memory chips…
Like the subprime housing bubble.
Nobody is stopping us from pooling our money together to do the same thing. Once capital coagulates, then we can use it speculate and leverage it.
The only problem is, nobody can be bothered.
Its really good to learn something new everyday. Now i know why.
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