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https://www.reuters.com/world/china/chip-crunch-how-ai-boom-is-stoking-prices-less-trendy-memory-2025-10-20/ https://www.reuters.com/world/china/chip-crunch-how

https://www.reuters.com/world/china/chip-crunch-how-ai-boom-is-stoking-prices-less-trendy-memory-2025-10-20/ https://www.reuters.com/world/china/chip-crunch-how-ai-boom-... > spot prices of DRAM, used in various applications, nearly tripled in September from a year earlier.. improving profitability of non-HBM chips has helped fuel memory chipmakers' share price rally this year, with Samsung's stock up more than 80%, while SK Hynix and Micron shares have soared 170% and 140% respectively... industry is going through a classic shortage that usually lasts a year or two, and TechInsights is forecasting a chip industry downturn in 2027. Micron has US memory semiconductor fab capacity coming online in 2027 through 2040s, based on $150B new construction. Are some HBM chips idle due to lack of electrical power? https://www.datacenterdynamics.com/en/news/microsoft-has-ai-gpus-sitting-in-inventory-because-it-lacks-the-power-necessary-to-install-them/ https://www.datacenterdynamics.com/en/news/microsoft-has-ai-... > Microsoft CEO Satya Nadella has said the company has AI GPUs sitting idle because it doesn’t have enough power to install them. If the PC supply chain will be impacted by memory shortages until 2027, could Windows 10 security support be extended for 24 months to extend the life of millions of business PCs that cannot run Windows 11?

bigbadfeline 1y ago
> Micron has US memory semiconductor fab capacity coming online in 2027 through 2040s, based on $150B new construction. Yay, the public is on the hook for $150B of loans to be payed by inflationary pricing. I guess, you offered the news hoping prices will fall... In terms of real economic analysis there's a lot to say here but let me point at only one of the many entry points of the rabbit hole: "Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in' https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in https://www.tomshardware.com/tech-industry/artificial-intell... Microsoft and all other AI wannabes are hoarding GPUs and thus RAM, they hope to sell them to you for a price of subscription which doesn't change the fact of speculative hoarding and trust-like behavior against the public. The hoarding and inflation economy we live in is a weapon against the public, at the moment, there's no visible force that isn't laboring diligently on the enhancement of that weapon, so the timeline of change is likely to stretch somewhere between far in the future to infinity... just hoping otherwise is futile. If you pay attention, you won't fail to notice the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. In other words, you pay the price, they own the benefits. And if the propaganda fails, they can always use some more general inflation to do the same, as it's being done elsewhere in the economy. As I said, this is just scratching the surface, there's a lot more which cannot fit in a single comment. Edit: actually not. The parent comment was edited after mine, to include a link to MS inadvertently admitting to the hoarding of GPUs and RAM.
- hexbin010 1y ago
  > the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. This makes me so angry. The private companies told governments they want money and the governments replied "sure we'll just steal it from citizens and lie and sell it as a tax, no problem. We'll just go hard on the net zero excuse lol" ??
- gruez 1y ago
  >Yay, the public is on the hook for $150B of loans to be payed by inflationary pricing. Where does it say it was funded by $150B of public loans? >which doesn't change the fact of speculative hoarding All investment resembles "speculative hoarding'. You're pouring money into a project now with the expectation that it'll pay off in decades. > and trust-like behavior against the public. ??? >If you pay attention, you won't fail to notice the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. In other words, you pay the price, they own the benefits. And if the propaganda fails, they can always use some more general inflation to do the same, as it's being done elsewhere in the economy. Datacenters are actually associated with lower electricity costs in the US https://www.economist.com/united-states/2025/10/30/the-data-centre-backlash-is-brewing-in-america https://www.economist.com/united-states/2025/10/30/the-data-...
  - bigbadfeline 1y ago
    > Where does it say it was funded by $150B of public loans? let me repeat something you've already quoted >> the public is on the hook for $150B of loans to be payed by inflationary pricing. one more time "to be payed by inflationary pricing" > Datacenters are actually associated with lower electricity costs in the US. "Associated" means these areas are getting preferential pricing to shift more of the cost to the public. Proves my point. The actual truth, with numbers, just for 2024 and Virginia alone: "Mike Jacobs, a senior energy manager at the Union of Concerned Scientists, last month released an analysis estimating that data centers had added billions of dollars to Americans’ electric bills across seven different states in recent years. In Virginia alone, for instance, Jacobs found that household electric bills had subsidized data center transmission costs to the tune of $1.9 billion in 2024." https://www.commondreams.org/news/ai-data-center-backlash https://www.commondreams.org/news/ai-data-center-backlash Also: "Over the last five years, commercial users including data centers and industrial users began drinking more deeply from the grid, with annual growth rising 2.6% and 2.1%, respectively. Meanwhile, residential use only grew by 0.7% annually." https://techcrunch.com/2025/11/01/rising-energy-prices-put-ai-and-data-centers-in-the-crosshairs/ https://techcrunch.com/2025/11/01/rising-energy-prices-put-a...

bigbadfeline 1y ago

> Micron has US memory semiconductor fab capacity coming online in 2027 through 2040s, based on $150B new construction. Yay, the public is on the hook for $150B of loans to be payed by inflationary pricing. I guess, you offered the news hoping prices will fall... In terms of real economic analysis there's a lot to say here but let me point at only one of the many entry points of the rabbit hole: "Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in' https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in https://www.tomshardware.com/tech-industry/artificial-intell... Microsoft and all other AI wannabes are hoarding GPUs and thus RAM, they hope to sell them to you for a price of subscription which doesn't change the fact of speculative hoarding and trust-like behavior against the public. The hoarding and inflation economy we live in is a weapon against the public, at the moment, there's no visible force that isn't laboring diligently on the enhancement of that weapon, so the timeline of change is likely to stretch somewhere between far in the future to infinity... just hoping otherwise is futile. If you pay attention, you won't fail to notice the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. In other words, you pay the price, they own the benefits. And if the propaganda fails, they can always use some more general inflation to do the same, as it's being done elsewhere in the economy. As I said, this is just scratching the surface, there's a lot more which cannot fit in a single comment. Edit: actually not. The parent comment was edited after mine, to include a link to MS inadvertently admitting to the hoarding of GPUs and RAM.

hexbin010 1y ago
> the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. This makes me so angry. The private companies told governments they want money and the governments replied "sure we'll just steal it from citizens and lie and sell it as a tax, no problem. We'll just go hard on the net zero excuse lol" ??
gruez 1y ago
>Yay, the public is on the hook for $150B of loans to be payed by inflationary pricing. Where does it say it was funded by $150B of public loans? >which doesn't change the fact of speculative hoarding All investment resembles "speculative hoarding'. You're pouring money into a project now with the expectation that it'll pay off in decades. > and trust-like behavior against the public. ??? >If you pay attention, you won't fail to notice the propaganda push to convince the public to pay higher electric costs in order to pay the capex for new energy plants and transmission lines. In other words, you pay the price, they own the benefits. And if the propaganda fails, they can always use some more general inflation to do the same, as it's being done elsewhere in the economy. Datacenters are actually associated with lower electricity costs in the US https://www.economist.com/united-states/2025/10/30/the-data-centre-backlash-is-brewing-in-america https://www.economist.com/united-states/2025/10/30/the-data-...
- bigbadfeline 1y ago
  > Where does it say it was funded by $150B of public loans? let me repeat something you've already quoted >> the public is on the hook for $150B of loans to be payed by inflationary pricing. one more time "to be payed by inflationary pricing" > Datacenters are actually associated with lower electricity costs in the US. "Associated" means these areas are getting preferential pricing to shift more of the cost to the public. Proves my point. The actual truth, with numbers, just for 2024 and Virginia alone: "Mike Jacobs, a senior energy manager at the Union of Concerned Scientists, last month released an analysis estimating that data centers had added billions of dollars to Americans’ electric bills across seven different states in recent years. In Virginia alone, for instance, Jacobs found that household electric bills had subsidized data center transmission costs to the tune of $1.9 billion in 2024." https://www.commondreams.org/news/ai-data-center-backlash https://www.commondreams.org/news/ai-data-center-backlash Also: "Over the last five years, commercial users including data centers and industrial users began drinking more deeply from the grid, with annual growth rising 2.6% and 2.1%, respectively. Meanwhile, residential use only grew by 0.7% annually." https://techcrunch.com/2025/11/01/rising-energy-prices-put-ai-and-data-centers-in-the-crosshairs/ https://techcrunch.com/2025/11/01/rising-energy-prices-put-a...