Technology

With OpenAI already enshitifying ChatGPT with ads, and the whole datacenter demand being pegged to questionable (economically, socially, environmentally) build up plans, what if the music stops in just a few months from now? Will micron course-correct? There's no point fulfilling OpenAI's orders after the company went belly up, right? And the point of OpenAI orders was first and foremost to buy the competition out of market, so even if LLMs need memory, and LLMs keep being a thing in the years to come, it's unlikely that this overcapacity will serve an economical purpose.

No, assholes, you’re helping yourselves. You’re a company, you go where the money is. It’s never about helping the customer.

When a suit talks all I hear is: oink, oink, oink.

Oh, fuck off...

We asked Moore about whether memory suppliers are inclined towards catering to the AI sector, leaving consumers behind, and here's what he had to say:

"Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view. So I would never want to tell someone what to think or that they're wrong, but our viewpoint is that we are trying to help consumers around the world. We're just doing it through different channels. We still have a very sizable business in the client and mobile markets. We are also, of course, servicing our data center customers.

And what's going on right now is that the TAM and data center is growing just absolutely tremendously. And we want to make sure that, as a company, we help fulfill that TAM as well."

Thats a lot of words for just saying "Yes!".

Micron used to be our default go-to for SSDs and memory (independent repair shop)

They are now blacklisted for purchase, even their SSDs, even if the competitor’s price is substantially higher.

Link to the article that actually has information: https://wccftech.com/micron-exclusive-why-consumers-have-gotten-the-memory-shortage-narrative-all-wrong/

Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view. So I would never want to tell someone what to think or that they're wrong, but our viewpoint is that we are trying to help consumers around the world. We're just doing it through different channels. We still have a very sizable business in the client and mobile markets. We are also, of course, servicing our data center customers.

And what's going on right now is that the TAM and data center is growing just absolutely tremendously. And we want to make sure that, as a company, we help fulfill that TAM as well.

What a moron. The way I see it they may as well be transparent instead of trying to gaslight people into “this is for your own good”. Probably get less backlash from just being straightforward.

Moore also noted its upcoming ID1 facility in Idaho, which is scheduled to come online in mid-2027. However, he warned that it will be 2028 before we see "real output, meaningful output," in its DRAM supply chain.

Also, another thing to keep in mind: he's going to be citing Micron's target timeline for getting that new plant up and running. And I'm sure that they aren't dragging their feet on that, probably not a lot of room to shave time off in any other areas if there's a holdup of any sort. If there are any form of production hitches or problems getting it running, that'll push things back further.

but stinks is I have already been keeping old machines going. having replacement ram be expensive is going to suck.

Anyone know if Microslop hardware requirements made users switch to a newer gen of RAM? If so, I see another case for Linux on the horizon.