[NooneAtAll3]

most likely in a couple years this bubble will pop, just like 8 years and 16 years ago

it's just a cartel cycle of gaining profits while soon eliminating all investments into competitors when flood of cheap ram "suddenly" appears

[thfuran]

This is coming from an insane demand spike, not some nefarious plot by the RAM manufacturers.

[cyanydeez]

Yes, it's a nefarious plot of AI producers to attempt a monopoly with a product that no one seems capable of demonstrating has the exponential value they're betting on.

[sekai]

> This is coming from an insane demand spike, not some nefarious plot by the RAM manufacturers.

Something something, 2000 dot-com bubble, something

[jonathanlydall]

Which is in large part due to hoarding by OpenAI.

Although their stated reason for hoarding is that they "really need it", I think it was a strategic move to make their competitors' lives more difficult with little regard for the collateral consequences to non-competitors, such as regular people or companies needing new computers.

[pipes]

I can never understand why so many people resort conspiracy theories when the obvious answer is supply and demand. I know well educated people, who do this when they talk about the resential property market. (Including an accountant).

[seanmcdirmid]

Eventually new capacity will come online, and the money the DRAM companies are making are going to accelerate even ,ore new capacity. If you can get your new capacity going before your competitors, maybe you can avoid a bubble burst. If you don’t build new capacity, your competitors will, etc, etc…

[debugnik]

They're not building any new manufacturing capacity though. They assume this is a demand bubble and they don't want supply to exceed demand after it pops.