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zbendefy | 3 months ago

What has changed now in the memory landscape/ai workload in the recent months compared to summer or spring?

discuss

order

jsheard|3 months ago

Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project, which then caused everyone else to start panic-buying, and now we're here: https://pcpartpicker.com/trends/price/memory/

throw46106186|3 months ago

It's kind of depressing to see that it takes just one asshole to screw the entire electronic market. If you read this, Sam, FU.

embedding-shape|3 months ago

> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project

That sounds like a lot, and almost unbelievable, but the scales of all of this kind of sits in that space, so what do I know.

Nonetheless, where are you getting this specific number and story from? I've seen it echoed before, but no one been able to trace it to any sort of reliable source that doesn't boil down to "secret insider writing on Substack".

giancarlostoro|3 months ago

I dont even get this trend, wouldnt OpenAI be buying ECC RAM only anyway? Who in their right mind runs this much infrastructure on NON ECC RAM??? Makes no sense to me. Same with GPUs they aren't buying your 5090s. Peoples perception is wild to me.

AviationAtom|3 months ago

That DDR5-4800 2x16GB price tend is crazy. It tripled from August/September until now.

m4rtink|3 months ago

What will happen once the bubble pops and OpenAI will not be able to pay for all the useless stuff they ordered ?

IshKebab|3 months ago

Oof the RAM in my computers is apparently worth more than I paid for the entire thing...