The US government is discouraging, but not yet forbidding, buying from certain Chinese manufacturers. But following other hardware manufacturers and making those deals is a risky move for Apple and a potentially riskier move for IT buyers.
Thing is, most of those data centers and video GPGPUs are dark and will likely stay so. The cards will be obsolete by the time the centers are built, the power sourced, they’ve been sued and injunctioned etc., etc. . (reminiscent of all that dark fiber left after the OG internet bubble pop)
The RAMpocalypse is mostly market manipulation courtesy of SamA grabbing 40% of global supply (of wafers, not even chips yet) from two of the three memory companies on the same day. In a better (the old) world he’d have been put in jail for this and fraud already.
Which is to say, the demand is mostly fictional and FOMO and the big three memory companies are leaning hard into it because profit, and, the price never comes all the way back down, also a win for them. They make huge profit (hence making 5 year price fix deals with stupid people) until the Chinese companies ramp up production and the game ends. The actual RAM may or may not actually end up used, depending on when the bubble pops and what happens after.
What’s stopping them from doing the dame with these new players? I don’t know anything about the memory market but that feels far more likely to happen to me than anything good for consumers.
Why won’t there be unbridled demand for these too?
Thing is, most of those data centers and video GPGPUs are dark and will likely stay so. The cards will be obsolete by the time the centers are built, the power sourced, they’ve been sued and injunctioned etc., etc. . (reminiscent of all that dark fiber left after the OG internet bubble pop)
The RAMpocalypse is mostly market manipulation courtesy of SamA grabbing 40% of global supply (of wafers, not even chips yet) from two of the three memory companies on the same day. In a better (the old) world he’d have been put in jail for this and fraud already.
Which is to say, the demand is mostly fictional and FOMO and the big three memory companies are leaning hard into it because profit, and, the price never comes all the way back down, also a win for them. They make huge profit (hence making 5 year price fix deals with stupid people) until the Chinese companies ramp up production and the game ends. The actual RAM may or may not actually end up used, depending on when the bubble pops and what happens after.
Just rampant greed doing what it does, SNAFU.
Why don’t data enters buy these instead. Let us have the good stuff.
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What’s stopping them from doing the dame with these new players? I don’t know anything about the memory market but that feels far more likely to happen to me than anything good for consumers.