This is a most excellent place for technology news and articles.
AI increases my power utility bill
AI takes my water
AI increases the price of GPUs
AI increases the price of RAM
AI makes my search results worse and slower
AI is inserted into every website, app, program, and service making them all worse
All so businesses and companies can increase productivity, reduce staff, and then turn around and increase prices to customers.
Isn't capitalism a blast?
Right, what you said, but I'd remove the part where it increases productivity.
Seriously. The amount of time spent handholding the AIs no one asked to use more than offsets any supposed productivity gains.
Increase productivity?
Just in time for all those windows PCs that MS is trying to force people to upgrade
Doesn't Windows 11 in practice require even more memory than Windows 10 to operate with decent performance?
Meanwhile my Linux gaming PC seems to actually use less memory than back when it was a Windows machine.
My work laptop was upgraded to Windows 11 and performance has severely suffered.
As someone who usually uses 3 monitors (sometimes 4) and does GIS, it's an issue.
Oh yeah. If you've got 4 GB ram, win 11 is going to absolutely skullfuck that machine.
Constant surveillance will do that. Legit “telemetry” wouldn’t be using that much processing power.
I’m thinking Recall is just Microsoft trying to cut costs on their servers processing all the surveillance, and force users to pay the costs of all the extra electricity and equipment needed.
People buying RAM: oh no, what do we do?
People buying GPUs: first time?
What?
You think this is the first ram crunch?
It's not even the first one in this decade...
Those are the same people.
God fucking damn it... Now they want our RAM?!
I need that for all my Chrome tabs and pet protogen, you fucking clankers!
Nice article but the numbers are a lot lower here in the EU.
While there is some pricing increase it's currently more around 50% and not 100%.
The selected kit is also extremely expensive (350€ was ~300€) - similar kits are available for a lot less (270€ was ~180€) - so I doubt that anyone was buying it in the first place.
I also think it's not completely AI related but more likely that this is another RAM price fixing scandal happening right now. Pretty much the same that we see today happend in 2017-2018.
OpenAI’s “Stargate” project has recently signed an agreement with Samsung and SK hynix for up to 900,000 wafers of DRAM per month. That figure alone would account for close to 40% of global DRAM output.
High-density NAND products are effectively sold out months in advance. Samsung’s next-generation V9 NAND is already nearly booked before it's even launched. Micron has presold almost all of its High Bandwidth Memory (HBM) output through 2026. Contracts that once covered a quarter now span years, with hyperscalers buying directly at the source.
If China's going to compete on AI, it's going to be doing so with a limited supply of memory, I expect.
They're going all in on domestic chip manufacturing, and they are catching up much faster than armchair generals, and even actual generals, predicted.
This seems like an appropriate place for me to bitch:
2 months ago I bought a new pre-built pc. It should've had 64gb of ram but had 32gb. They said the sticks they used were out of stock so they gave me a credit for $100 USD. I spent the 100 on 32gb more of what I thought was the exact same ram. I fucked up and bought a slightly higher speed so they wouldn't work together after I tried for an afternoon. I also checked the correct listing i should've bought but it was more expensive, at about $125.
I gave up and decided I'd just buy the faster ram again when it came back, rather than return it and get the correct one. It went out of stock in the time it took me to get my order so I figured I'd just wait.
2 MONTHS later, it never came back in stock but an almost identical pair, with slightly different timing, is in stock right now at $216. If i had any idea this was coming in just 2 months, I could've just bought 64gb at once and started fresh, or corrected my mistake by returning what I bought.
So i guess I'll continue waiting, but hey at least notepad has copilot in it.
I always thought ram of different speeds worked together, they just were run at the speed of the slowest stick.
First crypto miners came for my video cards, then AI came for my DIMMS...
Next tech-sector grift will probably go for our network adapters or some shit..
Who's bewildered? Of course this was going to happen. Everything enjoyable about life is being ruined. It's not surprising at all.
I just got a 2x64GB 6000 kit before its price skyrocketed by like $130. I saw other kits going up, but had no clue I timed it so well.
...Also, why does "AI" need so much CPU RAM?
In actual server deployments, pretty much all inference work is done in VRAM (read: HBM/GDDR); they could get by with almost no system RAM. And honestly most businesses are too dumb to train anything that extensively. ASICs that would use, say, LPDDR are super rare, and stuff like Hybrid/IGP inference is the realm of a few random folks with homelabs... Like me.
I think 'AI' might be an overly broad term for general server buildout.
Same memory production capacity can be allocated to ddr5 or to hbm and openai signed contracts with sk hynix and samsung, the two largest ram manufacturers in the world, and bought a significant percentage of next year's production.
DDR5 prices started spiking as that deals impact propagated through the supply chain. I bought a 2x32 6800 Cl30 kit for 195 euro 12 days ago. It was 330 euro 4 days later.
Indeed awful. AFAIU, it is stockpiling HBM memory ahead of next generation "GPUs", rather than existing product volume. I'm especially disgusted that prices in non-tariff countries are higher than in US. If this were to last, gddr5/6 computer ram would start to make sense. NVIDIA has been behind starving memory supplies for competing platforms (usually AMD) in the past.
This pricing is both huge inflation, but also huge drop in sales, because we have to wait for it to get sensible.
The non tariff nations getting hit with higher then us prices just shows how little they think of customers. They assume we will pay, they feel entitled to our money. The products have stagnanted, the prices are made up and clearly based on nothing but good old fashion "fuck you pay me" logic. My guess is they are assuming "AI" companies will just buy whatever they make.
If people keep buying however they will keep doing this. If the market drops out from them (AI bubble bursting at the same time people cut back on buying new systems) then they will likely ask for bailouts (your money again).
Apple specifically is provably charging countries without tariffs: https://iphone-worldwide.com/
Have the world subsidize US sales, just because they're used to paying a little more. Not surprised that other goods would use same strategy.
soon the bubble will burst and RAM will be so cheap! (I hope)
I don't think the bubble bursting will slow AI that much, it'll just be a round of hot potatoe over, the losers will lose their money and others will come in hoping to be profitable since they can skip a bunch of R&D costs.
AI is overhyped, but just like the internet after the dotcom bubble burst, it's not going anywhere.
Plus I suspect that this time will be a dollar collapse rather than stock market collapse, which would mean prices would go up even more.
Wow I just checked the laptop kit I bought a month ago it is 50% more
Far as RAM goes, it will become a good thing: it gives companies incentive to invest into the development of bigger RAM, more speed, and making the motherboard bandwidth big enough to handle it.
The next big generation of hardware will be much better IMO, simply because the companies will have to compete by their merits. The downside is not having enough supply right now, but once the logistics and tech is in place, even non-AI people will benefit.
No, it won't. The DRAM market is dominated by three companies, and they've colluded before. They get their wrist slapped by some government body, they promise not to do it again, and then they wait a few years and do it again.
The downside is not having enough supply right now, but once the logistics and tech is in place, even non-AI people will benefit.
Have you forgotten that they agreed to reduce production to stabilize prices? Capacity is not the real bottleneck.
Laughs in ddr4....
It also got affected.
God fucking damnit, can't I even be poor in peace, JFC!
