[mastax]

> And those companies all realized they can make billions more dollars making RAM just for AI datacenter products, and neglect the rest of the market.

> So they're shutting down their consumer memory lines, and devoting all production to AI.

Okay this was the missing piece for me. I was wondering why AI demand, which should be mostly HBM, would have such an impact on DDR prices, which I’m quite sure are produced on separate lines. I’d appreciate a citation so I could read more.

[txdv]

Just like the GPUs.

NVIDIA started allocating most of the wafer capacity for 50k GPU chips. They are a business, its a logical choice.

[loeg]

It's kind of a weird framing. Of course RAM companies are going to sell their limited supply to the highest bidder!