- cross-posted to:
- technology@lemmy.world
- cross-posted to:
- technology@lemmy.world
I remember when it wasn’t uncommon to buy a prebuilt system and then immediately upgrade its memory with third party DIMMs to avoid paying the PC manufacturer’s premium on memory. Seeing that price relationship becoming inverted is a little bonkers. Though IIRC Framework’s memory-on-prebuilt-systems didn’t have much of a premium.
I also wonder if it will push the market further towards systems with soldered memory or on-core memory.
I don’t see how it would push manufacturers to do that. I can see how it would make consumers more open to soldered RAM if RAM is so expensive there is no way you are going to upgrade it later. But, I would be interested to get your thoughts as I miss stuff that feels obvious I’m hindsight all the time.
If consumers aren’t going to or are much less likely to upgrade, then that affects demand from them, and one would expect manufacturers to follow what consumers demand.
RAM prices will come down sometime after the AI bubble bursts and they start making more DDR5 again.
- Prices rarely, if ever, go down in a meaningful degree. Stuff like this is partially necessity and partially a REALLY good excuse to see what the price ceiling actually is… and then turn that into the floor moving forward. Just look at gas prices
- The “AI Bubble” is likely to be on the same level as the Dotcom Bubble and the like. It is going to be brutal and a LOT of people are going to lose their jobs… and then much of the same tech will still dominate just with more realistic expectations. And that will still need large amounts of memory
- If the “AI Bubble” really is as bad as people seem to want it to be: A LOT of the vendors who make the parts you are buying RAM to use are going to be gutted. And then RAM production will drop drastically. Which will decrease supply and…
The whole injecting AI into everything has been quite annoying really. There are still many workplaces that prefer deterministic results like accounting and finance and Xero injecting AI into reconciliation or improperly trained individuals ruining the whole datasets on excel has been an absolute nightmare.
Which is why people who actually look at trends tend to compare it more to the Dot-com bubble.
The short version? A few early internet adopting sites (like Amazon…) set up online retail presences. People were ecstatic because you could now do most of the monthly shopping online and even re-buy pants that you know will fit and so forth.
Seeing money, EVERYBODY made an online retailer or service website and EVERYONE wanted to invest in that.
Then the market was oversaturated and companies with no right to exist went bankrupt and it was a bloodbath.
Except… not really. Because while the massively overinflated stock market did indeed “downturn” and a LOT of those scam companies went away, the actual fundamental premise of online first companies was a very sound one. I mean… just look at “Cyber Monday” and so forth.
And “AI” will almost definitely go the same route. Because, yeah, LLMs are HORRIBLE for accounting and finance. But they are actually really good for replacing the early career folk who translate earnings into reports. And ML in general is excellent at detecting patterns which can mean potentially billions of dollars in investing. But, like all things, it is about verification and caution. You actually need a human to read that earnings report before you send it to the investors. And you only give your “AI” a small portion of your portfolio. Same as with any team.


