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> $585B on new fabs, This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope thes
by bwfan123 4mo ago
> $585B on new fabs,
This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.
- tonyhart7 4mo agoit wouldn't be overcapacity in any shape or form people literally cant give up AI right now and paid thousands of dollar for local AI model 5 years ago people would told you crazy spends 5k on such machine, now ????? people literally encourage you
- russli1993 4mo agoif you look at the price per gb of memory, at today's prices its only equal to 2014. People don't complain about memory prices back then. The reality is modern world just need much more memory. Before 8GB memory was enough, today my 32GB memory is 95% used all the time due to chrome. And my 2TB SSD is filled with 4K HDR videos. This is not counting massive storage needs by datasets, AI models, KV caches, and bandwidth needed for LLM inferencing.