Rekall Incorporated to HardwareEnglish • 3 months agoAnalyst warns of memory oversupply from AI server demand – Blocks and Filesblocksandfiles.comexternal-linkmessage-square5fedilinkarrow-up125arrow-down10
arrow-up125arrow-down1external-linkAnalyst warns of memory oversupply from AI server demand – Blocks and Filesblocksandfiles.comRekall Incorporated to HardwareEnglish • 3 months agomessage-square5fedilink
minus-square@[email protected]linkfedilink4•3 months agoSoooooo… The price of computer memory is likely to crash? Ok, I mean, I won’t be pissed if it happens…
minus-squareRekall IncorporatedOPlinkfedilinkEnglish1•3 months agoMemory prices/demand tend to be very cyclical. If we do see the AI bubble popping (due to lack of revenue generating use cases) in the next 12-18 months, this will probably affect not only memory (although I don’t think GPU prices will go down).
Soooooo…
The price of computer memory is likely to crash?
Ok, I mean, I won’t be pissed if it happens…
Memory prices/demand tend to be very cyclical.
If we do see the AI bubble popping (due to lack of revenue generating use cases) in the next 12-18 months, this will probably affect not only memory (although I don’t think GPU prices will go down).