If I as a customer pay, idk, 10€ per gb of RAM and an AI data center pays 20, do you really think they are going to consider how they are feeding a bubble that in the not-so-long term will burst and fuck them up too?
Nah, mate, they are capitalists, they only care about the money they can make in the extremely short term.
What do you think costs more? Building RAM sticks for individual users who’ll pay $200-300 per 8/16 DRAM modules, or building sticks for enterprise customers who in one single order will spend millions of USD? Also latter requires no fancy packaging, marketing, or variations in the product.
They are ramping up production. But it all goes to AI data centers.
Why can’t anyone go against the current and sell to individual customers only?
If I as a customer pay, idk, 10€ per gb of RAM and an AI data center pays 20, do you really think they are going to consider how they are feeding a bubble that in the not-so-long term will burst and fuck them up too?
Nah, mate, they are capitalists, they only care about the money they can make in the extremely short term.
But bulk orders typically cost less
Because consumer sales is slow and expensive.
What do you think costs more? Building RAM sticks for individual users who’ll pay $200-300 per 8/16 DRAM modules, or building sticks for enterprise customers who in one single order will spend millions of USD? Also latter requires no fancy packaging, marketing, or variations in the product.
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Profits.
And if say SK Hynux decides to only sell to consumers, Samsung and the others will sell even more to data enters because there’s more cash to be made.