‹ BackHN Continuity

Thread

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

562 points · 458 comments · giuliomagnifico

  1. amelius · · focus · HN ↗
    Will that be enough for AI's hunger?
    1. GoToRO · · 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 · · 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.
        1. glub · · focus · HN ↗
          Nearly the entire reason we're in this mess is because RAM/SSD/HDD makers are terrified of AI bubble bursting.

          Long-term contracts, not building new fabs - they're in full on hedging mode right now.

          1. m4rtink · · focus · HN ↗
            If the long term contact are with any AI companies, then good luck getting anything back in bankrupcy proceedings!
Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.