this post was submitted on 15 Feb 2026
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It's kinda worse since they didn't actually buy plain ram but basically all ingredients to making some. HBM also consumes far more resources per bit than let's say DDR5, so the resource allocation is way off. Good thing that these all end up in M$ storage facilities because data centers haven't been built because there isn't actually enough power to run them to make models for products which nobody wants. Truly the best efficiency. https://en.wikipedia.org/wiki/2024%E2%80%93present_global_memory_supply_shortage
Edit: Over 50.000!