Yep this 100%. They are getting a windfall from the AI idiots that will pay a premium for it while they can without overextending themselves to do so but it means we lose. That how you know this is a bubble. The only good thing is they are smart enough to not overextend themselves so they won’t be impacted when the bubble does pop.
Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who’s paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don’t care because they’re getting paid the exact same amount regardless if they’re producing for consumers or industrial clients.
Yep this 100%. They are getting a windfall from the AI idiots that will pay a premium for it while they can without overextending themselves to do so but it means we lose. That how you know this is a bubble. The only good thing is they are smart enough to not overextend themselves so they won’t be impacted when the bubble does pop.
You’re wrong.
Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who’s paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don’t care because they’re getting paid the exact same amount regardless if they’re producing for consumers or industrial clients.