DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

“DDR5 RAM Prices Skyrocket 761% In A Year In Japan, As 128 GB Corsair Kit Now Costs As Much As A High-End Gaming PC​


Crucial-DDR5-Memory-728x485.jpg


Soaring DDR5 memory prices are affecting the hardware market significantly, making it impossible to build or upgrade PCs.

Akihabara Price Survey Reveals Another Sharp Increase in DDR5 Memory Prices With Some Kits Witnessing Over 60% Price Increase Since Last Month​

DDR5 RAM prices have gone up drastically in the last few months. Every week or so, we see most DDR5 RAM kits skyrocketing in price, and this is universal across all regions. In Japan, the latest price survey from AKIBA PC Hotline revealed that the new price hike has made PC building more difficult than ever. At around 4-5X higher prices, most DDR5 kits were already unaffordable, but now they have seen another sharp rise of up to 62% compared to last month.”

Source: https://wccftech.com/ddr5-ram-prices-skyrocket-761-in-a-year-in-japan/
 
DukenukemX said:
There's some news that the AI bubble is popping. Alphabet loses $482 Billion in market value, biggest drop in history Or is everyone being doomers?
Click to expand...
A bit of the reverse, the ai popularity is the reason Google search is not growing fast, which was always the expected and why google has been cheap the last 3 years.

People talkign to an AI instead of spending time in a browser-google search with blue link was always a big risk (and the reason why Google was keeping those LLM for themselve without a public chat access, waited for others to force them, fearing cannabilization).

I.e. the cloud-datacenter-ai part of google did phenomenal last quarter, the issue is search (under 50% of their revenues for the first time in history now) and a big challenge for them, the more AI do well, the more tradtionnal google search get hurt.

google cloud grew revenues more than 100% year over year, the profit tripled.
 
Last edited:

“Sam Altman Thinks Your PC Is Wasting Precious RAM​

Gilmoure 38 minutes ago		25
"Looks like OpenAI CEO Sam Altman wants to own all the computing resources and rent out terminals to the world as a way of propping up his business plan, now that debt-ridden AI companies are teetering on the edge," writes ancient Slashdot reader Gilmoure. Tom's Hardware reports: In an interview over beers with the YouTube channel Cheeky Pint, Altman said that local inference, and, by extension, people having DRAM in computers at home, is "quite terrible." When discussing local inference on home computers with open-source models, Altman discussed the assumption that people will be able to run local AI on their own computers, the ones they may already own or want to build.

Then he explained why that's a bad idea (at the 29-minute mark): "From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer and being used 5% of the time," Altman said. "You want maximum utilization in the cloud if you're trying to deal with this very supply-constrained environment. And somehow many people's intuition is the opposite of that."

While OpenAI does have some open-source models, its primary business is in closed-source models that run in data centers, so he's really defending the company's business model. OpenAI isn't exactly threatened by some laptops and gaming rigs just yet, but local AI could mean people one day paying less for subscriptions to models like GPT-6 Luna if they have the power to run them at home. Altman's talk suggests that the company would prefer that more RAM go to OpenAI's data centers rather than home computers, which also sparks enthusiast fears of not being able to own your own hardware or software, but rather rent an agent and a computer in the cloud.”
 
erek said:

“Sam Altman Thinks Your PC Is Wasting Precious RAM​

Gilmoure 38 minutes ago		25
"Looks like OpenAI CEO Sam Altman wants to own all the computing resources and rent out terminals to the world as a way of propping up his business plan, now that debt-ridden AI companies are teetering on the edge," writes ancient Slashdot reader Gilmoure. Tom's Hardware reports: In an interview over beers with the YouTube channel Cheeky Pint, Altman said that local inference, and, by extension, people having DRAM in computers at home, is "quite terrible." When discussing local inference on home computers with open-source models, Altman discussed the assumption that people will be able to run local AI on their own computers, the ones they may already own or want to build.

Then he explained why that's a bad idea (at the 29-minute mark): "From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer and being used 5% of the time," Altman said. "You want maximum utilization in the cloud if you're trying to deal with this very supply-constrained environment. And somehow many people's intuition is the opposite of that."

While OpenAI does have some open-source models, its primary business is in closed-source models that run in data centers, so he's really defending the company's business model. OpenAI isn't exactly threatened by some laptops and gaming rigs just yet, but local AI could mean people one day paying less for subscriptions to models like GPT-6 Luna if they have the power to run them at home. Altman's talk suggests that the company would prefer that more RAM go to OpenAI's data centers rather than home computers, which also sparks enthusiast fears of not being able to own your own hardware or software, but rather rent an agent and a computer in the cloud.”
Click to expand...

“OpenAI CEO says it's 'quite terrible' for your PC to have RAM — Sam Altman says data centers offer better utilization​


With data centers full of RAM, your PC is apparently the problem.”

https://www.tomshardware.com/tech-i...an-says-data-centers-offer-better-utilization
 
erek said:

“Sam Altman Thinks Your PC Is Wasting Precious RAM​

Gilmoure 38 minutes ago		25
"Looks like OpenAI CEO Sam Altman wants to own all the computing resources and rent out terminals to the world as a way of propping up his business plan, now that debt-ridden AI companies are teetering on the edge," writes ancient Slashdot reader Gilmoure. Tom's Hardware reports: In an interview over beers with the YouTube channel Cheeky Pint, Altman said that local inference, and, by extension, people having DRAM in computers at home, is "quite terrible." When discussing local inference on home computers with open-source models, Altman discussed the assumption that people will be able to run local AI on their own computers, the ones they may already own or want to build.

Then he explained why that's a bad idea (at the 29-minute mark): "From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer and being used 5% of the time," Altman said. "You want maximum utilization in the cloud if you're trying to deal with this very supply-constrained environment. And somehow many people's intuition is the opposite of that."

While OpenAI does have some open-source models, its primary business is in closed-source models that run in data centers, so he's really defending the company's business model. OpenAI isn't exactly threatened by some laptops and gaming rigs just yet, but local AI could mean people one day paying less for subscriptions to models like GPT-6 Luna if they have the power to run them at home. Altman's talk suggests that the company would prefer that more RAM go to OpenAI's data centers rather than home computers, which also sparks enthusiast fears of not being able to own your own hardware or software, but rather rent an agent and a computer in the cloud.”
Click to expand...
counter point (only for nvidia GPUs as of now)

Our solution at Sogni is hilariously simple.

We built an SSH guard that tells you (or your AI agent) who’s using the machine and for how long. You reserve a time slot, and when you’re done, the GPUs go back to earning on the network.

The funniest part? AI agents treat the SSH welcome message like it’s the police. 😂

It’s literally just text in a terminal, but they respect it like some higher authority.

The future of personal compute isn’t choosing between your own AI lab and a revenue-generating GPU business.

It’s having both.

Your GPUs work for you when you need them, and earn for you when you don’t.

That’s the beauty of decentralized GPU neoclouds.
Click to expand...

https://x.com/krunkosaurus/status/2115655405338816775?a=PMUtUWB85WuhkWldyXk&s=20
 
Marees said:
counter point (only for nvidia GPUs as of now)
Click to expand...
That not really a counter point, that making the same point, that maximising cloud providing and usage if it work well. (every user of sogni, is using the cloud, every provider of sogni making one), that simply distributed cloud marketplace, not people running locally their AI.

And Datacenter level system would still be way more efficiant too, they do more work with way less hardware, while probably not able to scale for massive model at all.
 
LukeTbk said:
That not really a counter point, that making the same point, that maximising cloud providing and usage if it work well. (every user of sogni, is using the cloud, every provider of sogni making one), that simply distributed cloud marketplace, not people running locally their AI.

And Datacenter level system would still be way more efficiant too, they do more work with way less hardware, while probably not able to scale for massive model at all.
Click to expand...
but I can do personal/private stuff locally when I need it isn’t it.

it would be inefficient/costly to go to the cloud for that. & when I am not using it, I rent it to those who need it
 
erek said:

“Sam Altman Thinks Your PC Is Wasting Precious RAM​

Gilmoure 38 minutes ago		25
"Looks like OpenAI CEO Sam Altman wants to own all the computing resources and rent out terminals to the world as a way of propping up his business plan, now that debt-ridden AI companies are teetering on the edge," writes ancient Slashdot reader Gilmoure. Tom's Hardware reports: In an interview over beers with the YouTube channel Cheeky Pint, Altman said that local inference, and, by extension, people having DRAM in computers at home, is "quite terrible." When discussing local inference on home computers with open-source models, Altman discussed the assumption that people will be able to run local AI on their own computers, the ones they may already own or want to build.

Then he explained why that's a bad idea (at the 29-minute mark): "From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer and being used 5% of the time," Altman said. "You want maximum utilization in the cloud if you're trying to deal with this very supply-constrained environment. And somehow many people's intuition is the opposite of that."

While OpenAI does have some open-source models, its primary business is in closed-source models that run in data centers, so he's really defending the company's business model. OpenAI isn't exactly threatened by some laptops and gaming rigs just yet, but local AI could mean people one day paying less for subscriptions to models like GPT-6 Luna if they have the power to run them at home. Altman's talk suggests that the company would prefer that more RAM go to OpenAI's data centers rather than home computers, which also sparks enthusiast fears of not being able to own your own hardware or software, but rather rent an agent and a computer in the cloud.”
Click to expand...

I'm sure he's fun destroying the world with pollution Data Centers. There is no Ram the way it is I rather see Sam converted into a PC gamer and close up shop with Open Ai.

https://videocardz.com/newz/openai-...m-a-quite-terrible-use-of-limited-dram-supply
 
He's pretty much admitting his business model doesn't work without an enforced captured audience through a monopoly in computing power.

It would be insanely interesting to know how much RAM is just sitting in warehouses waiting for server farms to be built, that can't be built because there isn't enough power in the grid.
 
zehoo said:
He's pretty much admitting his business model doesn't work without an enforced captured audience through a monopoly in computing power.

It would be insanely interesting to know how much RAM is just sitting in warehouses waiting for server farms to be built, that can't be built because there isn't enough power in the grid.
Click to expand...
I wondered the same about all the HW when I read the quote.
 
You must log in or register to reply here.
Back
Top