cantankerous_cashew to TechnologyEnglish · 2 months ago2027 RAM Capacity Has Reportedly Been Sold outwww.ign.comexternal-linkmessage-square173linkfedilinkarrow-up1509arrow-down15cross-posted to: [email protected]
arrow-up1504arrow-down1external-link2027 RAM Capacity Has Reportedly Been Sold outwww.ign.comcantankerous_cashew to TechnologyEnglish · 2 months agomessage-square173linkfedilinkcross-posted to: [email protected]
minus-squarepoopkinslinkfedilinkEnglisharrow-up67·2 months agoOpenAI 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: Prepares them for the distribution to data centers, Manipulates the supply chain to squeeze their competitors, who are left with slim pickings. You and I are the victims of this until the bubble finally pops and the deal falls through.
minus-squareUnderpantsWeevillinkfedilinkEnglisharrow-up8·2 months ago You and I are the victims 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.
minus-squareFunkt4st1clinkfedilinkEnglisharrow-up6·2 months agoLocal small businesses are being priced out of self hosted server options since ~October (Source: MSP)
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)