3 ms·
Some back of the envolope math, Apple sells roughly 30 million macbooks per year [1], lets say they average out to 16gb per unit, their demand is about 500 peta
by zonkerdonker 3mo ago
Some back of the envolope math, Apple sells roughly 30 million macbooks per year [1], lets say they average out to 16gb per unit, their demand is about 500 petabytes of ram.
A single rack of NVIDIA’s GB300 uses 20TB of HBM3E and 17TB of LPDDR5X. There could easily be a thousand racks of these in a large datacenter.
So an approximate entire years worth of ddr5 ram demand from Apple equals approximately 1 single datacenter.
I can see how they succumed to the pressure.
[1] https://www.tweaktown.com/news/104073/macbook-pro-is-reportedly-king-of-macs-by-long-way-achieving-60-more-sales-than-air/index.html https://www.tweaktown.com/news/104073/macbook-pro-is-reporte...
[2] https://frame.work/pl/en/blog/updates-on-memory-pricing-and-navigating-the-volatile-memory-market https://frame.work/pl/en/blog/updates-on-memory-pricing-and-...