but how…? just make more. its not even 2027 yet. ffs. this feels like a scam.
GG my fellow PC enthusiasts
it’s been like that for the past 6 years or so? I remember falling back to a laptop because of video card spike because mining, then I said right I postpone another year for the build and the chip shortage came along. Then SSD/hard drive Then RAM Next thing they’re pulling the rug off is going to be PSU and chassis and we’re cooked
Don’t worry all orders will be canceled when the bubble pops.
No problem. So much enshittification on the web these days, don’t need so much RAM, I might sell some.
Replace some of the labor you would use to pay for RAM and put it into learning a lighter weight operating system.
Most roundabout “install Linux” I’ve seen yet.
I guess that I should use Klarna or the like to buy enough RDIMMs to let me use Qwen 3.8 122b, at the very least. The $606 I spent on buying 32gb of 5600 memory is looking like a bargain these days, and that was just a couple months ago.
Given that hoarding RAM for AI is the main culprit behind the shortage, you’re guaranteed to get pitchforks instead of compassion here.
At least monitors are cheap now.
At least till they decide the AIs all need faces 🤣
Until we start sanctioning them, too
Dodge must be pretty happy.
With imaginary money
Yeah but as long as the manufacturers keep selling all their production for real money, everybody else is screwed and prices are going up.
And people are trying to tax the imaginary money.
Can’t tax the imaginary money. It would destroy the imaginary economy.
Oh no, how will I get my flashing lights and data hoarding fix now!!??
Things don’t add up. I see articles about computer parts becoming unavailable along with articles about data center plans being cancelled or not getting built. I assume the data centers ARE getting built and those second articles are lies to calm people down.
What did that Michigan politician say “we’re used to ignoring people and just doing it anyway” something along those lines…
It’s because it’s a Ponzi scheme. Huge amounts of investment dollars are being dumped into AI and anything related to AI. If you build any kind of chips that are used in AI datacenters, you suddenly have a bunch of money invested in your company. What do you do with it? You make a deal with OpenAI (or one of the other ones) that you’ll invest that money into them if they agree to buy a bunch of chips from you. Now you have revenue on books and are showing a reasonable return on that investment.
If you were a chip manufacturer and actually believed that there was a big future in AI, you’d be using those investment dollars to build some more chip fabs. And some of these companies are doing that. But overall, moving money to another company so they will order chips for datacenters that aren’t built yet (and may never be built) is just bubble ponzi shenanigans.
Computer hardware depreciates in value very quickly. You don’t buy hardware today so you can install that hardware in a datacenter that won’t be online for another year.
Capitalists wet dream is to make more money without investing any new capital. Chip fabs are in a situation like that where they can make buttload more money without changing anything except charging more.
Nothing will change because the alternative is investing billions just to keep the price down. They’d rather pocket the billions now.
If you were a chip manufacturer and actually believed that there was a big future in AI, you’d be using those investment dollars to build some more chip fabs.
Major new semiconductor fabrication plant projects are expanding across the United States, led by a $16.8 billion SpaceX and Tesla “Terafab” project in Grimes County, Texas, massive expansions by TSMC in Arizona, and Samsung’s ongoing fab development in Taylor, Texas.
Computer hardware depreciates in value very quickly. You don’t buy hardware today so you can install that hardware in a datacenter that won’t be online for another year.
Hardly unusual for speculators to buy up a hot commodity the day of release and then resell it into an inflated secondary market a few days or weeks later.
SpaceX and Tesla “Terafab” project
Ah, so the only thing we know with confidence is that it’s definitely not happening.
My take is more of a:
1000 DCs were planned
200 are getting cancelled
800 are yet to be built, built, supplied with productsand of the 800 remaining DCs, some are buying the stock that is now free or the orders are rerouted by the ordering company to other locations that also need more hardware.
Production is usually sold a year in advance. This includes orders from retail outlets.
OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:
- Prepares them for the distribution to data centers,
- Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.
You and I are the victims of this until the bubble finally pops and the deal falls through.
You and I are the victims
We’re way downstream. The “victims” are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.
Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.
That’s not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.
Local small businesses are being priced out of self hosted server options since ~October (Source: MSP)
Good. Time for software to be optimized again.
Half the joke of the AI bubble is how American tech firms prioritized brute force over efficient engineering.
Truth.
I am astounded that games like Crash Bandicoot, Tomb Raider and Abe’s Oddysee with their massive sprawling worlds were crammed into such relatively tiny file sizes.
Necessity gets results
how will the vibe coders survive this?
please, will somebody please think about the feelings of the poor vibe coders :(
I was about to get insulted but I almost closed the lid on the laptop by accident and now have to make sure my cloude still operational on the task I gave it, so I can’t be rerouting my attention span resources
Vibe coders will ask the AI to write everything in Rust, memory usage will be reasonably low
The people writing everything in Electron are gonna have a fun time with their users though.
nah some dude got recently covered in press b/c he used an LLM to derive Assembly from C.
low-level compilers can output very ugly-looking assembly. he probably did this and then used LLM to super-optimize it. may be perfomant, but id guess that theres a risk that its unsafe.
Who cares about ugly-looking assembly ? No one’s gonna actually look at it, that’s, like, the whole point of C. And I really doubt the plagiarism machine can somehow do better than a compiler. I’m gonna look this up
Edit : is it this one ? https://arxiv.org/html/2505.11480v1
Huh? C compiles to machine code.
Yes, but why write C when we can let the LLM write assembly directly? Compilers are unnecessary bloat we don’t have a need for with modern technology.
Putting aside assembly code gets compiled as well, the bottle neck is always validation of these systems. Making the systems more opaque makes the already difficult task of ensuring it works even harder.
Chinese to the rescue?
It will take ages for them to build capacity and they will probably be wary of growing too fast since demand and prices could drop quickly when the AI boom goes bust. Likely CXMT is already supplying a lot of the consumer market under the stickers. China will be the big winners in the long term. This will be a gift for them.
Sold out with pinky promises, not with actual money, no.
If by “pinky promises” you mean contractually binding letters of intent, then yes. This is standard procedure in any manufacturing industry when dealing with orders of massive quantities, because it normally also requires investment from the manufacturer in equipment which they don’t make on non-binding "pinky promises).
its nvidia and AI creating a bubble on the belief they’ll be able to get profit and get out before it pops.
But all it is… is imaginary money going around in circles. nvidia invests a trillion in AI, AI buys a trillion dollars of nvidia videocards from some nebulous point in the future where they arent made yet, nvidia invests that trillion back into AI, AI uses it to buy ridiculous amounts of ram that wont be made for years, RAM invests it back into AI, and on and on they go, generating imaginary money and value, by buying imaginary things.
under a sane government this would be investigated as raw stock manipulation and fraud
I really hope when this bubble pops nvidia is destroyed in the process along with the AI companies.
It’s the same accounting trick as enron, but intercompany instead of internal.
Nvidia already made tons of profit off it. They’re the ones selling shovels.
Then Nvida financed more shovels to the speculators in the hopes that enough of them will strike gold they will get paid back, but also created a shortage in the shovel market so the price shovels is going through the roof.
nvidia is actually the only one that made profit
Didn’t know people liked shitty trucks that much
Mustang marketing department doing overtime
You joke but drunk drivers love those trucks.
