this post was submitted on 23 Mar 2026
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Yes and as a result, manufacturers are reorienting their entire production towards that kind of hardware, considerably lowering the supply of consumer electronics. They're simply not producing as much RAM for consumers because it's more profitable to make hardware for datacenters.
Right so the idea of ram and storage becoming affordable is surely years away even if the bubble pops hard tomorrow
Yes and no, interestingly enough. ~~RAM is RAM~~, flash is flash, hard drives are hard drives etc. The chips on these sticks and board can be moved to consumer hardware and sold, with caveats towards timing and access speed. There will be a few years where we go back to not being sure if our RAM stick will be compatible with our motherboards, but it should cause a pretty drastic price drop relatively quickly. Or these manufacturers burn all the excess stock to keep prices up.
Not quite though as the ram that goes into the AI cards (H200 etc) is actually different from consumer ram (HBE, not DDR5). But the RAM hasn't actually been produced yet because they don't necessarily have the capacity to produce that much of that kind of RAM. So the contracts that are currently held are for wafers and other "raw" ingredients that hopefully could still be redirected if the bubble bursts soon enough.
Then again, it looks like Nvidia is hellbent on selling you neural networks as part of the graphics stack (i.e. DLSS5), so they can ret out the processing to you instead of you owning the hardware.
Good luck to them on that, the one friend I know who uses GeForce Now says it has excessive latency. Somehow all of these efforts to have streaming gaming don't realize this.
Overstock clearance from collapsed data center incoming, but I think by that time the motherboards might be up to DDR6 or 7. Or Maybe China comes out of left field with a game changer that leaves DDR in the dust and forces a new format.