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Prices for memory chips – used in their multi-millions by data centres – have rocketed, as US tech companies lock in massive orders. That’s bad news for consumers facing more expensive electronic devices. But how will the chip squeeze end?

32,759 просмотров • 3 дней назад •via X (Twitter)

Комментарии: 3

Фото профиля minime · fireply.ai
minime · fireply.ai3 дней назад

data centers hoarding memory like it's toilet paper in 2020, your next phone is paying for it

Фото профиля Mikolaj Glinski 🇺🇦
Mikolaj Glinski 🇺🇦3 дней назад

Oh, fucking fantastic... price hikes again. I'm just waiting for this AI bubble to burst so I can finally buy myself a new gaming PC with a powerful GPU :)

Фото профиля The Fiscalist
The Fiscalist3 дней назад

The chip squeeze will end when Micron & Samsung are not the only players, and supply isn't tied to how much they want to producing. Now that Micron has left the consumer space with Crucial , the squeeze is only going to get worse. There is no incentive, profit is with AI

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Americans are being priced out of playing videos games and the reason is Data Centers The Nintendo Switch 2 is $500 A high-end Xbox is $800 The PlayStation 5 Pro is $900 It’s causing major shifts: - PlayStation is ending physical disks - NVIDIA GeForce is implementing a gaming cap for a maximum amount of hours played per month - XBox is divesting in 5 gaming studios Data Centers are buying and using so much RAM memory that one stick that used to cost $200 now costs over $1,000 “Huge increases across the board” 3 companies make almost all memory chips “these chips are really only made by about 3 companies in the entire world, and those 3 companies have limited output. So they have to decide, do they want to build high-end memory chips for AI data centers or consumer-grade memory chips for all of our devices? As you can probably guess, They didn't choose us. OpenAI reportedly committed to buying 40% of all the memory chips in the entire world just for their Stargate multi-state data center project. For memory chip companies, this was a huge payday, but it meant absolute scarcity for consumer memory chips, which of course means massive price increases for you and I” Gaming companies aren’t going to invest in next gen consoles that will only sell a fraction of the amount of previous consoles because of price. It wouldn’t make sense because game developers are going to focus on the consoles with all the users, the older consoles So gaming console manufacturers are moving towards new revenue streams like controlling how you can buy a game, more subscription costs and more

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