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Memory is unlikely to drop in price before mid-2027 when new capacity starts to come online. The GPU shortage looks to be even longer lived.
by nl 4mo ago
Memory is unlikely to drop in price before mid-2027 when new capacity starts to come online.
The GPU shortage looks to be even longer lived.
- williamdclt 4mo agoSo, temporary situation then. That's a pretty short period with no paradigm shift, just a delay in capacity.
- __blockcipher__ 4mo agoIt’s gonna take a lot longer than mid 2027. 2029 earliest IMO. Hyperscaler spend is basically already spoken for the next 2 years.
- Seanambers 4mo agoTemporary until its not. It's the new normal, get used to it. The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun. The world is seemingly moving into a era where compute is becoming expensive and scarce. Only thing that can possibly change this is LLMs hitting a vertical unscalable wall. More AI compute = more CPU, memory, storage needs.
- _1100 4mo agoDo you think we will recognize any walls? Or is there a point where the output might look different with respect to different paradigms / modalities we throw at it, but we won't be able to understand the quantitative differences as good/bad/scalable?