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Hamuko an hour ago

My bet is that we're not gonna see any adjustments in RAM pricing until one of the planned data center projects collapses in a spectacular way.

rvnx an hour ago | parent | next [-]

One theory: they will need to throw away all these Nvidia cards in the trash at some point right ?

Because what to do with power-consuming outdated hardware ? let's say 5 years from now ?

They will need new RAM.

I wonder.

ElFitz 10 minutes ago | parent [-]

I’d gladly take a few of these self-contained rack-clusters off their hands when they do.

I’d even get a house with a garage or something just for that.

sixothree an hour ago | parent | prev [-]

And honestly, we will have much bigger problems if that bubble pops in a spectacular fashion.

KeplerBoy 23 minutes ago | parent [-]

Which problems would that be? Nasdaq crashing by a few percent and a major player to go under. Seems almost inevitable at some point.