I don’t believe this, because it is too stupid. 2026 demand forecasts for HBM I don’t believe will materialize, as customers can’t pay those crazy RAM prices either, OpenAI can’t pay for all of their promises, demand isn’t high enough for the planned data centers, and power and labour constraints.
I don’t believe it because Micron is a brand that has value premium to it. Even if they just keep charging extortionist prices while HBM demand fantasy remains propagandized, there will eventually be worthwhile consumer demand for RAM, right? Killing the division and firing everyone in it, is Micron saying “making too much money from HBM must forever put all eggs in HBM basket”
Fuck AI, may the people pushing it die by its hands.
I hope when the AI bubble pops, Micron goes with it then.
Also, I can’t wait to buy up used RAM for pennys when the bubble pops.
Didn’t you hear? They retired the penny from production. :)
Damn. This sucks. I’ve been buying Crucial ram sticks as long as I can remember. They’ve been the reliable go to brand for me. First it was EVGA and now Crucial. How depressing.
I am really beginning to fucking hate AI. Like, before I just didn’t care for it, it just wasn’t really my interest. But now I’m really beginning to fucking despise that shit and I really can’t wait to see the “AI economy” completely fucking destroyed.
It’s so annoying, I hate this bubble shit. It happens over and over, it’s like a bad movie lol.
AI even ruined AI. Up until this insane hype train, ML models were specialized tools to achieve their tasks. Now the whole field is dominated by LLMs and slopgen bullshit.
Yeah that’s the annoying thing. Generative AI is actually really useful…in SPECIFIC situations. Discovering new battery tech, new medicines, etc. are all good use cases because it’s basically a parrot and blender combined and most of these things are rehashes if existing technologies in new and novel ways.
It is not a fucking good solution for a search engine replacement to ask “Why do farts smell?”. It uses way too much energy for that and it hallucinates bullshit.
Yeah. They solved protien folding with ML a few years back. And I like using it for things like noise removal in Lightroom.
But so much of it has been focused on useless (at best) bullshit that I just want the bubble to burst already.
I agree with the general sentiment here but just wanted to clarify that they definitely didn’t “solve protein folding” yet. Alpha fold is a significant improvement in structure prediction and it generated a lot of hype but some of the structures I’ve seen it put out are total nonsense.
So far, AI has cost me a few hobbies (as in, made them a lot less enjoyable) and one job.
If there’s an uprising against clankers, you’ll find me at the front lines.
Your enemy is, as usual, billionaires and their fanboys. Clankas don’t exist as a separate thing, they are tools of the wealthy to further oppress the common folk.
When the robot uprising happens, using a soft a in clanka instead of a hard er on clanker isn’t going to save you. We’re all fucked.
i always thought the butlarian jihad was silly but now i get it
exactly how i feel. literally aid something very similar to my wife last night. I fucking hate AI. I think activist group are going to starting popping up hard against it. And if they aren’t already, they really should. This shit is destroying our world. The only people this is helping is billionaires.
Capitalism is destroying the world. We need to rise up against that. The AI bullshit is just one manifestation of the whole world being geared to serve capital and the handful of people that control it.
Soon we’ll have nothing left to eat but the rich.
But we need capitalism to save us from capitalism!
If it crashes the hardware will suddenly be dirt cheap though so. There’s that.
I am really, really glad I replaced my PC’s a year ago.
This is insane. I’m kinda sorta rooting for the crash now. These unregulated billionaires are ruining all the things.
Crucial is the only good brand I can afford. This sucks ass and I HATE AI. I hope AI companies lose all their money and go bankrupt.
AI is destroying so many awesome things, all for profit.
Is Kingston no longer any good?
Kinda no? Its not had a great last few years.
I’ve always had shitty luck with Kingston usb drive, just assumed I would have as many problems with their other memory so avoided them. Maybe I shouldn’t have, but I’ve had the same dd4 crucial ballistix ddr4 ram for about 10 years now and have had zero problems with it
I deeply, genuinely, hope that the AI bubble bursts and they get fucked. It’s just so short sighted to not hold on to the safety rope.
It will burst but they won’t get fucked. They’ll either get bailed out or reorganize their debt into another corporation and ride off with all the riches.
Ah you say that, but I lived through the internet bubble. Jeez it was gruesome and then 9/11 hit the next year. Savage times.
Unless it’s considered a national security issue, which it might be, they’re getting fucked without the lube.
So did I. The people at the top will not get fucked. They’ll steal everything they can. Everyone else will get fucked.
We can hope this time they die.
Oh yeah. Sure they’re already minted. Set for life.
I’d love it if their equipment racks all simultaneously burst into flame the day it pops so they can’t pivot or hock their hoarded hardware to recoup the investment. Then again, if that finger on the monkey’s paw did curl, they’d probably all get bailed out by the taxpayers the following week anyway.
Ridiculous. I couldn’t name a more trusted brand of RAM.
You should probably start lieing about that and taint the brand as much as possible. Probably won’t do much but we should all just start saying everywhere that is a great thing because crucial sucked anyways.
I can call myself an AI company and write slop to prove it if questioned. Gimme RAM pls.
Damn, that was the only brand of RAM without LEDs and racing stripes on it
I used to hate on RGB in PCs, until I realized that they can do more than just rainbow vomit; with enough LEDs you can actually get a visible image… If you squint…
One of my favorite things to do with RGB is use the RAM sticks as VU meters and the CPU radiator fans as visualizers when playing music; gives off oldschool HiFi vibes and reminds me of my Winamp days.
Functional RGB isn’t bad when tastefully done like that. Nice little effect.
That said I have all of mine turned off and prefer my tower under my desk and out of sight.
That really whips the llama’s ass.
My pc lights start flashing all red when its overheating. Pretty useful cause I won’t notice the sound till its crashed. I’m weird like that.
That’s a brilliant idea, but why does your PC have cooling issues? I literally never worry about overheating because I sized my radiators and heatsinks adequately for my equipment, fans set in a positive pressure configuration to minimize dust accumulation. All I gotta do is clean the filters once every few months, and everything stays cool and clean.
If your overheating issues are a result of budgeting issues, I feel for you. Otherwise it wouldn’t be a bad idea to invest in better cooling so that you never have to worry about temps.
I like the rainbow vomit, but I get it.
I have Corsair Vengeance which is without RGB.
I both fear and can’t wait for the ai pop. Please come sooner rather than later.
I’m not much of a conspirationist, but this memory “shortage” doesn’t add up for me; it’s like AI companies went from buying 10 memories as usual to 1000000, all of a sudden! It’s too fast, and sus.
it’s like AI companies went from buying 10 memories as usual to 1000000,
I mean, they basically did. OpenAI announced a few months ago that they reached deals to buy 900,000 wafers of DRAM per month, representing 40% of global production capacity. For a single company. There are several other companies competing at those scales, too.
It’s a production issue mostly. And one that has been predicted for a while now.
High Bandwidth Memory is what the AI companies want. Which while it isn’t the same as consumer DDR RAM, it does use the same chips.
It’s the production of the chips that are the bottleneck. Combined with the recent and rapid growth in AI data centers. That’s where the price increase and shortages come from, corporate buyers have bought out production, before it hits the consumer market.
Demand has risen sharply, and supply isn’t able to keep up (and it isn’t a simple thing to just make more chips).
Once AI hype goes away they can keep the prices as it was during the shortages and make extra money from there.
I wonder if they realized there weren’t enough GPUs, so they decided lets just build a massive ram cpu/farm to do the job at 1/100th the speed and waste money on the inefficiency.
Holy shit, really? Crucial? They’ve been a major player for AGES. That’s wild.
I mean, Crucial is just the name that Micron puts on the memory they want to sell to consumers. So this story is basically just, “Micron no longer wants to sell to consumers”.
When the shit hits the fan and they come back to consumers, we should just buy from anyone but them, on principle alone.
AI, along with crypto, is getting to the point where even oil executives are like “dudes, the planet…”
They’d be full of shit because oil products are still by far the biggest pollutant afaik
