| ▲ | brookst 5 hours ago |
| 100%. We're probably on the cusp of over-capacity, a glut, cheap RAM, bankruptcies, and shortages. |
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| ▲ | unsupp0rted 3 hours ago | parent | next [-] |
| The memory companies report that they're sold out through 2027... so it might be a while |
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| ▲ | kstenerud 3 hours ago | parent [-] | | That's only if the AI companies continue their build outs. How many people actually use fable over opus? How far are we up the diminishing returns curve, and will their customers even care? | | |
| ▲ | tshaddox an hour ago | parent | next [-] | | The stock market crash caused by AI companies halting their planned build outs may in practice cause RAM to remain unaffordable. | |
| ▲ | agentcoops 2 hours ago | parent | prev | next [-] | | I don’t think the effects on the hardware market of open weight models triumphing has been reflected upon enough. It’s not clear that it will be less impactful if every enterprise decides to build for predominantly on-premise inference. In fact, before the question is ultimately decided, we’re probably heading towards a few years where hobbyists, enterprises and ‘hyper scalers’ are all competing for certain parts in common. Ram booked through 2027 sounds about right. | | |
| ▲ | Foobar8568 2 hours ago | parent [-] | | Companies are avoid risks, and at this stage, sometimes, I feel that all cloud providers are just buying RAM that they would have bought anyway. Now it's ensure that no company will be willing to pay x digits just for cards. One of my clients is stuck in "we are doing things on premise but we are too cheap to spend a few 100k in cards but we don't want to go on clouds. |
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| ▲ | rxyz an hour ago | parent | prev [-] | | Fable would have a much bigger userbase if Anthropic didn’t remove a zero data retention option because muh safeguards |
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| ▲ | giantrobot an hour ago | parent | prev [-] |
| I for one can't wait. Current prices are absolutely insane. However a problem exists with scalper bots. They're going to fight tooth and nail to keep prices artificially high even when supply increases. Same with the hyperscalers blowing "free money" at eating supply as a strategic position against smaller competitors. |
