this post was submitted on 07 Aug 2026
500 points (99.0% liked)
Technology
87047 readers
3144 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 3 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
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:
You and I are the victims of this until the bubble finally pops and the deal falls through.
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)