4 minutesits nvidia and AI creating a bubble on the belief they’ll be able to get profit and get out before it pops.
But all it is… is imaginary money going around in circles. nvidia invests a trillion in AI, AI buys a trillion dollars of nvidia videocards from some nebulous point in the future where they arent made yet, nvidia invests that trillion back into AI, AI uses it to buy ridiculous amounts of ram that wont be made for years, RAM invests it back into AI, and on and on they go, generating imaginary money and value, by buying imaginary things.
under a sane government this would be investigated as raw stock manipulation and fraud
I really hope when this bubble pops nvidia is destroyed in the process along with the AI companies.
They aren’t?
They are buying up capacity from manufacturers who are stopping production of DRAM and pivot to HBM which is more profitable. Abandoning DRAM which affects a lot more than just “consumer grade RAM”
- 4am@lemmy.zipEnglish2 hours
So that you can’t.
You can’t organize against billionaires online if walled garden censored posting to the cloud is the only thing available to anyone. You can’t pirate media if you can’t store media locally. You can’t run a ad blocker if they’re not allowed on their app store. You can’t install linux if your tablet can’t be jailbroken.
You have too much freedom. They must have control back. We allowed them to have enough money to take it, they just had to fool the rubes with the promise of utopian robotic labor via addiction.
- Dookieman12@piefed.socialEnglish4 hours
My prediction:
- Investors continue to fuel demand, choking supply
- Plans to monetize LLMs don’t pan out
- Eventually, lenders call their margins
- Investors see the called margins and get spooked; demand fizzles
- AI companies desperately try to liquidate their positions. Seeing the price of components, there’s a rush to sell while prices are high.
- PC components flood the market
- Record high supply, record low prices
- PC gaming golden age
- OwOarchist@pawb.socialEnglish47 minutes
PC components flood the market
*Server-grade purpose built AI components flood the market
- frongt@lemmy.zipEnglish2 hours
Just like how GPUs became cheap and plentiful after mining crypto became passé, right?
- brucethemoose@lemmy.worldEnglish1 hour
…They actually did.
I got an AMD 7950 is a crypto bust. Then a Nvidia 980 TI in the next one, dirt cheap.
Nvidia figured it out in the most recent bust though, and controlled supply fairly well.
- brucethemoose@lemmy.worldEnglish3 hours
They aren’t PC components. They’re server GPUs.
They don’t even have ROPs anymore. There was a time when the Nvidia P100/A100 could technically game, but that’s generations ago.
FYI, during the crypto busts, Nvidia bought back GPUs and basically incinerated them to keep demand for new stuff up.
…I’m pretty sure that’s what they will do again.
So you’re not 100% incorrect, but does it happen in 2027? 2028?
Logistically it’ll probably happen eventually, but when?
- Prox@lemmy.worldEnglish3 hours
6 will actually be “RAM suppliers buy the stock in bulk and sell as refurbs, keeping prices up”
- Gork@sopuli.xyzEnglish6 hours
Looks like I’m gonna keep on rocking my pre-Covid era computer without an upgrade for a few more years.
- 3 hours
My steam deck has become my all in one. Sucks memory card prices have leaped the past year. But I got a couple terabytes, so I’ll be alright, just going to have to shuffle them around. But I’m cool with not having 240 hz 4k on Powerthirst settings. I got a back log anyways and a yard to get back into shape.
Keep it as long as possible, the new shit suuuucks, is built to break & riddled with adware.
Back in my day ;) we had to worry about keeping up with the newest tech because you needed it for the best games or whatever.
These days, my desktop from 2014 can run all of the new games that I want to play (yes, even the demanding ones) It has 32 gigs ram and a 1660 Ti. That’s really all I need, especially since most of the games I enjoy AREN’T new.
- 38 minutes
is built to break
honestly, i kinda agree to this, the current gaafets and mbcfets designs are like fuses on a nano scale if it doesn’t have REALLY good power management. Unlike with finfets where the channels/source are still connected firmly on base to dissipate heat in case of a nasty power draw.
- Tanis Nikana@lemmy.worldEnglish5 hours
How is adware an issue? I haven’t had any of that with my Mint machine.
It’s baked into a ton of hardware updates these days. Trust me, in 5-10 years it’ll be a big deal if we don’t do something about it…like yesterday.
Also, OS doesn’t matter if it’s a bios update.
- potatopotato@sh.itjust.worksEnglish5 hours
That’s…not how device firmware works.
You’re not going to get adware drivers on a Linux system unless you’re using stuff that’s supremely sketchy and also installing things you shouldn’t be. What you’re thinking of is 3rd party windows drivers.
Also, If your motherboard installs something through a bios update, that has nothing to do with your OS. It comes before.
- extremeboredom@lemmy.worldEnglish5 hours
Please point out the bios deployed adware you are talking about, or I’ll have to assume you’re just talking from vibes.
- village604@adultswim.fanEnglish4 hours
Lenovo had spyware baked into the chips that would reinstall itself if it was removed from the OS. It was a big thing.
Although I believe that was just for Windows. But the functionality exists for them to do it to Linux if they decide to.
Android runs on Linux, wouldn’t you agree that Android is compromised?
- potatopotato@sh.itjust.worksEnglish3 hours
Android depends on who gave it to you. If you install Linux from a parking lot flash drive it doesn’t mean the Linux project is compromised, it means you got pwned.
I’d make the same argument about installing pre-compromised pirated windows but…windows kinda just is malware now.
- pHr34kY@lemmy.worldEnglish4 hours
There is zero adware in Android (AOSP). Unfortunately manufacturers tend to install Gooogle Play Services, which compromises the whole device.
- extremeboredom@lemmy.worldEnglish5 hours
… Not really. And also no.
The Android kernel is a modified version of a Linux kernel, yes.
“Android is compromised” is a very, very silly statement.
- rozodru@piefed.worldEnglish5 hours
I got 3 6+ year old thinkpads that are all chugging along just fine. got them all for dirt cheap.
But as another person said keep that shit for as long as possible and learn how to properly maintain it. New stuff is absolutely horrible. I recently had an ASUS laptop that fried itself after 3 years. was getting really wonky 2 years in.
- 3 hours
I have an Asus laptop and the touchpad stopped working tue first week. Piece of garbage.
- 6 hours
To build chips that are used as collateral for datacentres that have yet to be built, so the chips can’t be used, and they’ll just age out of usefulness.
- givesomefucks@lemmy.worldEnglish5 hours
and they’ll just age out of usefulness.
Nah, we’ll stall on this generation. Even if a new one is released, very few will pay the extra when games would alreadyhave to start becoming RAM optimized again. Even Windows just dropped their 32GB recommendation.
Without the recommendation being met, people weren’t buying windows PCs, so lower the requirement and people will buy more computers and more copies of windows. Which means they always could have just optimized better if they felt pressure.
Games will 100% do the same.
Which could be a huge thing for rational companies right now.
The big hurdle to domestic production is you’ll spend billions and by the time it’s built it’s “last gen”.
Instead of useless data centers, we could be building up domestic chip production, confident it will still produce top of the line chips when it goes live.
A literal golden opportunity, more so if China goes after Taiwan finally, you’d be the only international supplier.
As far as I know, no country is doing it tho.
- zurohki@aussie.zoneEnglish1 hour
Even Windows just dropped their 32GB recommendation.
Yes, but they haven’t actually done the memory optimisation work. They just plan to sell underpowered machines.
- 2 hours
There’s no problem with ‘last gen’ right now. The “ai” bullshit and global rise of fascism has slowed tech progress to a crawl, and even ten or fifteen year old systems are pretty good right now.
Plus, you’re making this or drafting tables.
- Brkdncr@lemmy.worldEnglish3 hours
You’re right about domestic production but I think the situation is much worse. We’ve tried to make advanced chips domestically and we can’t do it. Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
It should be an executive order to make them domestically, and put up with the years of failure and low output. It’s a matter of national security to be able to create and maintain computers and other advanced tech.
Biden tried to do just that. But our own beloved oompa lumpa axed that first chance it got. Because… I’m not certain it’s “reasoning”
- Makeitstop@lemmy.worldEnglish3 hours
Because it was Biden’s accomplishment. That alone meant it had to go. He’s a vindictive, narcissistic toddler.
- givesomefucks@lemmy.worldEnglish3 hours
Taiwan has had decades to perfect the resource allocation, supply chains, knowledge, and work culture to make those damn things.
…
Uh, Apple taught them from scratch in less than 20 years.
Now they have a proven plan on how to do it, what to look out for.
Like, the on part Apple didn’t understand is that China was ok with Apple employees being treated as disposable, because they’d burn out, quit, (maybe) recover, and by then alreybe replaced.
Now an Apple trained employee needs a job and Apple won’t hire them back. Repeat that tens of thousands of times and before Apple releazied all they were doing was training their competition, it was too late.
It wouldn’t be “years of failure and low output”. It would be years of nothing to build the infrastructure and then flip a switch.
As a bonus this makes chips for weapons in parallel, something we desperately need to do.
This ain’t just a crackpot idea, and it’s not just mine.
It’s just any country that does it, risks kissing off the only manufacturer till up and running. It’s fucking with trillions of dollars. We need an arms race scenario with multiple countries trying to be first.
I know you know this, but PC RAM is useful for a lot more than games. Workstation PCs are where I find this situation really hurts. I suppose that to an extent, some of what you describe might apply to development and design tools.
Before this shortage took off, I got a rock-5-itx (ARM computer) with a whopping 32GB of RAM which was definitely overkill for the home server I use it as, but now it feels insanely decadent. I’m looking for ways to utilize it, like running Immich with the full AI facial recognition features and whatnot, Nextcloud with the full text search, etc.
- 9 minutes
This guy actually Making RAM at Home
Really interesting watch actually. But uh, I don’t think we’re gaming on homemade RAM anytime soon lol
We’re getting cloud computing/gaming in everything from now on, aren’t we?
- 15 minutes
Even in this hardware hellscape you can get some pretty decent handhelds for $200. I think the low end segment can stay pretty strong with devices like those and indie games.
But yeah I think high end gaming is going to be pretty stagnant for at least the next few years.
- 5 hours
My kid wants to build a gaming PC for their birthday.
Am I cooked?
- 3 hours
Microcenter or some similar physical store is probably your own hope. They run pretty decent deals to bring you into the store.
I’d recommend visiting one for Black Friday/cyber Monday. It’s probably your only hope for things not to be ridiculously overpriced. Instead you’ll just pay for very overpriced items.
- HexesofVexes@lemmy.worldEnglish5 hours
Your bank account certainly will be.
That said, if you buy refurb you can put together a decent rig on a budget.
- 4 hours
See if there’s a Microcenter anywhere near you. They fairly regularly have pretty good deals on CPU/MB/RAM bundles.
Recently built a computer for my kiddo. Beg, borrow, and steal. And keep an eye out for motherboard and memory combos from new egg.
- eldebryn@lemmy.worldEnglish4 hours
SODIMM ram is still cheap. You could build them a ddr4 intel system with integrated graphics (ideally Arc cores or plenty of EUs) that will run some older or simpler games at 40-60fps with a little upscaling, and the whole thing could be done for 500-700 I reckon.
Either that or maybe build an AM4 if you find a used GPU at a good price.
- frongt@lemmy.zipEnglish3 hours
Not necessarily. You could give them a budget and let them pick whatever fits inside that budget.
- SoupBrick@pawb.socialEnglish5 hours
My bad, guys. I needed to upgrade my rig. I am planning to play BF7.
