What is happening to RAM now is what happened to the housing market a few decades ago. It is unlikely it will ever recover because Capitalism demands that whatever makes the most profit, no matter how harmful or unethical, is what must be done.
this post was submitted on 17 Dec 2025
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The RAM manufactures would normally consider increasing production in the face of increased demand, but they all know it’s a massive bubble so don’t want to, resulting in increased process until this all plays out.
Right. ~~If~~ When it bursts they are left with massive stockpiles and cancelled orders.
Yep this 100%. They are getting a windfall from the AI idiots that will pay a premium for it while they can without overextending themselves to do so but it means we lose. That how you know this is a bubble. The only good thing is they are smart enough to not overextend themselves so they won't be impacted when the bubble does pop.
You're wrong.
Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who's paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don't care because they're getting paid the exact same amount regardless if they're producing for consumers or industrial clients.
A big thing is that a high end ram factory has a crazy price-tag, I'd say between 100 million and one billion Euro, and it takes years to build. Noway to step up production overnight at no cost. And when we talk about big money like that, investor get pretty conservative
The AI corps building the datacenters pretty much all have blank checks and want to be the biggest.
So the other corps that make chips, will always focus on what's most profitable, which is what the AI centers use.
For it to be "worth it" to produce any consumer level tech, they have to raise the price to justify not just making the AI chips
So it's not a conspiracy that's raising prices, it's capitalism working as intended, and to fix it would have to fix the focus on profits and replace it with fulfilling needs of the people. Which is pretty much the opposite of capitalism...
Capitalism needs to be abolished its basically kill everyone if you can make money from it. Not like the parasites wouldnt genuinely risk everyones lives.
Capitalism is like any other vice.
In moderation it's fine, often even beneficial.
But if it's the sole focus you're fucked. We're not responsible cocaine users who want to stay up dancing every other weekend, we're full blown crackheads on capitalism.
Nah, capitalism is like cancer. Theres no good amount to have, and eventually if left around it will spread and kill you.
Not at all when the bottom line replaces humanities interest the economy becomes a parasite to feed an endless endeavour at the sacrifice of everything around it.
when the bottom line replaces humanities interest
And there's room for some capitalism before that point...
Like, UBI with stores where you pay for goods is still capitalism to some degree, if capital is involved at all, that's capitalism.
The use of currency in an open market is not Capitalism. This conflation is propaganda used by Capitalists to further the "Capitalism is a Natural state" fairy tale.
Yeah which is why theres no good solution to the parasitic economy we use right now.
The more you think about it the more capitalism looks like a death cult.
No. We're just so broken as a society that we allow rich assholes to destroy markets for regular people by betting on overhyped bullshit.
From people? No.
From AI. AI companies have seemingly infinite money (not really but investor sentiment is huge and investors are happy giving more and more money to AI). And banks are willing to lend money to AI. And there's new financial instruments (special purpose vehicle) allowing even more money to come out of investors.
This ends after AI runs out of money. But they are funded by the biggest tech bros with $Trillions in valuation.
Certain companies are buying up all the stock because it stops individuals from building their own AI capable rig and forces them and businesses into subscription models.
They are using copyright laws in the same way and lobbying so building new models legally costs millions of dollars and open sourcing stops being viable.
The biggest threat to the AI bubble is people running the same services out of their home with open source alternatives for a fraction of the price.
This seems like quite the conspiracy theory given the much more simple motivation that AI gives them tons of money right now and it requires ram
I'd give it less credence if it wasn't for Altman trying to buy the wafers themselves.
I think they panicked when China and Meta started releasing multi million models for free. Stifling hardware is the only way they can recoup their investments.
They™ stopped hoarding eggs, and now They™ are hoarding RAM instead.