| ▲ | DRAM Crunch: Lessons for System Design(eetimes.com) | |||||||
| 36 points by giuliomagnifico 2 days ago | 3 comments | ||||||||
| ▲ | _alphageek an hour ago | parent | next [-] | |||||||
The weak link in the argument is the "1-2 GB DRAM stays stable" claim. That tier is stable because demand sits elsewhere. If AI workloads actually migrate down-capacity at scale (which is what the piece advocates), pricing pressure follows them. | ||||||||
| ▲ | babblingfish 2 hours ago | parent | prev [-] | |||||||
This is what keeps Amodei and Altman up at night. Their whole moat is data centers. But what if we didn't need the data centers? | ||||||||
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