Thread

Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

amelius · 1789928450 · focus · HN ↗
Will that be enough for AI's hunger?
1. GoToRO · 1789929801 · focus · HN ↗
  It will be just in time for when AI will run very well on consumer hardware and the need for data centers will collapse.
  1. EA-3167 · 1789930124 · focus · HN ↗
    Or even more amusing in time for the bubble to burst, I hope the big RAM makers end up holding the whole bag for that. Greedy bastards.
    bethekidyouwant · 1789930219 · focus · HN ↗
    Since you’re not greedy when there is a memory glut I’m sure you’ll be willing to pay extra to make it fair.
    EA-3167 · 1789930813 · focus · HN ↗
    Not at all, I’m going to relax with a cooling drink and watch the consequences of this unbelievably destructive and wasteful venture implode. I also adore the idea that it's on the customer to be "fair" to a company that dumped us a group in favor of chasing B2B money.
    Their choice, their consequences.
    usef- · 1789944559 · focus · HN ↗
    I think they're talking about the past: memory has often been boom/bust. Memory manufacturers lose money during gluts, and did so long before AI. People benefited from cheap prices at that time.

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