| ▲ | re-thc 8 hours ago | |
> 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. | ||