this post was submitted on 04 Jul 2026
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To play devil's advocate; it might be that the RAM producers see AI as a bubble, and it would be incredibly risky to expand their production now, when it won't come into effect until a handful of years from now.
RAM and SSD manufacturers have already seen many many dips and rises in price over decades.
However, that all of them are deciding not to expand and potentially rake in the cash is more than a little sus.
I'm not sure how to feel about it personally. I hope the true cost of maintaining these AI models gets passed down to customers soon so that it either crashes and burn, or at the very least stabilises the market.