• 6 days

    Wish the media would stop referring to ai as a boom. It makes no profit, there is no AI boom.

    Nvidia, sk hynix, samsung, and micron have full order books that the latter are taking advantage of, while demonstarting a complete disregard for corporate social responsibility. When openai, anthropic and the hyperscalers behind them default on the future nvidia orders, the gravy train is going to derail real fast. Hopefull at the same time as their sales pipelines fall apart, the chines ram makers will produce consumer chips at a respectable cost and we can see how long the stupid current monopoly lasts. I cant fucking wait.

    • 6 days

      There is loads of profit, if you are making GPUs or memory.

      • Isn’t a lot of that money from circular cash flows where they give money to companies like openai to get them to buy GPUs via companies like oracle along with a giant IOU that they will never come close to being able to fulfill who then promise to buy GPUs for the data centers they can’t finish?

  • First it was the end of Moore’s law, and now the delicate balance that existed for so long between computers getting more memory and software getting more bloated has been wrecked by software more wasteful than anyone could’ve imagined. So much for the so-called Information Age. I guess it’s Disinformation Age time.

  • 5 days

    I just wish Valve would try to deliver the SteamMachine in form of barebone: without ram and storage. So customers can find their own way to build their PC.

    …and once freed from ram cartel, push for a very alluring price on par with what they did with the SteamDeck.

    • 5 days

      That’s not what people want out of a console. If you want to do that, you can just build your own Steam Machine.