@cstross @arstechnica It’s funny: RAM and SSD prices have shot up due to advance purchases for equipment to fill AI datacenters.
But AI datacenters mostly aren’t being built. The forecast pipeline still looks massive, but most of the actual construction is delayed, cancelled, abandoned, walked-back. Whether it’s Microsoft, coreweave, Meta, Oracle — projects cancelled all over the place.
If the datacenters aren’t being built, the machines containing all the RAM and SSD aren’t being deployed.
So where did all the RAM and SSD go? Why have the prices skyrocketed? Why is there a shortage?
I figure we’ll find out when the bubble pops, and documents will come out showing collusion between GPU manufacturers and the storage industry or whatever. It doesn’t feel like a natural price movement at the moment, but there’s no confirmed alternative explanation for it?