Memory prices will rise short term and generally fall long term, even with the current supply hiccup the answer is to just build out more capacity (which will happen if there is healthy competition). I meant, I expect the other mobile chip providers to adopt unified architecture and beefy GPU cores on chip and lots of bandwidth to connect it to memory (at the max or ultra level, at least), I think AMD is already doing UM at least?

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spwa4 15 hours ago | parent [-]

> Memory prices will rise short term and generally fall long term, even with the current supply hiccup the answer is to just build out more capacity (which will happen if there is healthy competition)

Don't worry! Sam Altman is on it. Making sure there never is healthy competition that is.

https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...

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seanmcdirmid 9 hours ago | parent [-]

We’ve been through multiple cycles of scarcity/surplus DRAM cycles in the last couple of decades. Why do we think it will be different now?

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re-thc 8 hours ago | parent [-]

> Why do we think it will be different now?

Margins. AI usage can pay a lot more. Even if they sell less than can still be more profitable.

In the past there wasn’t a high margin usage. Servers didn’t charge such a high premium.

	▲	seanmcdirmid 5 hours ago \| parent \| next [-]
		Do you not think that some DRAM producer isn't going to see the high margins as a signal to create more capacity to get ahead of the other DRAM producers? This is how it always has worked before, but somehow it is different this time?
	▲	zozbot234 7 hours ago \| parent \| prev [-]
		High margins are exactly what should create a strong incentive to build more capacity. But that dynamic has been tamped down so far because we're all scared of a possible AI bubble that might pop at any moment.