Thread

1. YuechenLi · 1789620672 · focus · HN ↗

   DRAM pricing has historically been cyclical in nature, and the only reason for the current high DRAM pricing is that current AI inference is unnecessarily RAM intensive/inefficient.

   Interesting effect is that since DRAM production tooling has been switched from DDR/GDDR to HBM, we may finally see the proliferation of HBM in consumer GPUs/accelerators after the bust cycle starts.

   1. atmavatar · 1789623957 · focus · HN ↗

      It's also been historically prone to price fixing.

      I would be completely unsurprised should we discover in a few years that peak RAM prices were at least partially due to price gouging and not merely due to shortages.

Unofficial Hacker News client; not affiliated with Y Combinator.