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  • Re: AI strikes again

    From Spalls Hurgenson@spallshurgenson@gmail.com to comp.sys.ibm.pc.games.action on Thu Dec 4 10:32:46 2025
    From Newsgroup: comp.sys.ibm.pc.games.action

    On Mon, 10 Nov 2025 12:28:45 -0500, Spalls Hurgenson <spallshurgenson@gmail.com> wrote:


    RAM prices are up too, thanks to this stupid software.


    And now Crucial --maker of Micron RAM*-- is dropping out of the market entirely. Or rather, they've decided to stop selling RAM to
    consumer-level buyers so instead they can focus on selling their
    product almost entirely to AI-farms instead.

    Which will only raise prices more, as there's suddenly less
    competition.


    Frankly, this seems like a rather stupid move on Crucial's part. Yes,
    RAM prices are high and AI farms need a lot of the stuff. Obviously
    there's a chance for a quick buck here. But AI is increasingly being
    recognized as a bubble, and one ready to soon burst, at which point
    all these AI farms aren't going to be buying new RAM anymore.

    It's sort of like buying a great house on the cheap in Hawaii...
    except there's a lava-flow headed right towards it and it's less than
    a quarter of a mile away. Maybe it'll miss you, or MAYBE you can
    divert it, or MAYBE it will only damage (not destroy) the house... but
    it doesn't seem the wisest of investments.





    ----
    * or is it the other way around?

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  • From Spalls Hurgenson@spallshurgenson@gmail.com to comp.sys.ibm.pc.games.action on Tue Dec 9 12:17:46 2025
    From Newsgroup: comp.sys.ibm.pc.games.action

    On Thu, 04 Dec 2025 10:32:46 -0500, Spalls Hurgenson <spallshurgenson@gmail.com> wrote:

    On Mon, 10 Nov 2025 12:28:45 -0500, Spalls Hurgenson ><spallshurgenson@gmail.com> wrote:


    RAM prices are up too, thanks to this stupid software.


    And now Crucial --maker of Micron RAM*-- is dropping out of the market >entirely. Or rather, they've decided to stop selling RAM to
    consumer-level buyers so instead they can focus on selling their
    product almost entirely to AI-farms instead.


    Mind you, this is going to have far-ranging effects. Because while the
    Crucial brand is mainly for consumer-level DRAM upgrades, Micron makes
    RAM for all sorts of devices, and their new focus on the needs of the
    AI circle-jerk is going to raise prices across the board.

    Your video card? Uses RAM. Your hard-drive? RAM. SSDs? They have some
    RAM built in. Cell phones, consoles, cars... even things like your
    fridge? RAM is everywhere.

    And it has suddenly become a much scarcer commodity.

    But that's okay. Micron (and Hynix and Samsung, the other two names in
    the industry, and source of 95% of all RAM we use) are making record
    big bucks. And it's not as if the rest of the industry really cares.
    The AI bubble is soaking everybody with seemingly free money, and even
    those companies not directly involved with AI are quite happy if the
    end-user is forced onto less-powerful devices that can do little more
    than stream content, rather than act as independent computational
    machines. Sure, its fucking things up for the end-users, but the money
    men are making bank... and ultimately, isn't that what we all want?




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