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32GB of DDR5 now costs $375 minimum — AI shortage continues to squeeze PC building
(www.tomshardware.com)
This is a most excellent place for technology news and articles.
I hate to break it to you, but...
https://youtube.com/watch?v=zyQwAhppWj8
TL;DW - shit bad
That is a worst case horror story that everyone should think about, and I'm not usually an optimist, but I don't think it's likely.
Ultimately AI is a hype wildfire, and it will eventually run out of fuel - signs are already showing that happening as AI hyperscalers and vendors are ending investments, restricting access and raising prices to recoup unsustainable losses.
At that point, I hope we stay sane and not jump at the first discounts, and just sit tight while prices return to normal. Prices need to fall heavily before we start supporting these AI-first companies again, or else we are going to lock ourselves into that AI-inflated price dystopia.
The best part is when it crashes, all the hardware will be available very quickly. A lot of the shortage are caused by future orders that are not delivered yet.
Bad news is, most consumers would just rush to buy them before the price drop and the manufacturers will realize they can get away with higher price and not lower them.
As I understand it, unfortunately most of the memory that has already started manufacturing or been sold will not be usable, since it is specifically packaged HBM for AI servers/systems.
So once the crash happens, that is presumably the beginning of a longer re-supply ramp-up.
At this point, I will never buy Micron again even if they bring back their consumer RAM lines. I probably won't buy another Nvidia card as well. AMD has almost lost me as well. Might have to wait for Chinese GPUs.