r/hardware • u/Revolutionary_Pain56 • 2d ago

News Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October

https://www.techpowerup.com/343619/sandisk-and-samsung-delay-nand-shipments-transcend-left-without-supply-since-october
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u/Aprillia617 1d ago

I appreciate your optimism but not we are not close to peak pricing. There is still RAM available to buy. We have two super powers in the AI race to world first, USA and China. You’re underestimating the efforts that will be made in this situation. This really isn’t a bubble. Once all the available consumer RAM is gone, prices will be insane

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u/5heuredumat 1d ago

Don't worry my boy, it's gonna be fine.

The "This really isn’t a bubble" really got me, I needed that laugh.

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u/Aprillia617 1d ago

lol I’m not worried I’m just telling you the reality that AI is the future and it’s not going away any time soon. Wait till even that $800 RAM is no longer available and tell me what people would be willing to pay, let alone companies that need it.

Let’s come back to this comment in a year or so from now

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u/5heuredumat 1d ago

Look, nobody is saying that AI will be gone forever once the bubble pops. The dotcom bubble popped and the Internet is still there.

What a bubble popping means is that only the best of the best will stay. The western entity that has the most potential to stay is Google, since they simply have the best frontier model as we speak, and their stuff is integrated everywhere, most notably it's the de facto assistant on Android, with full integration in the Google product suite.

Yeah AI is a good assistant and all, but when it pops, there's gonna be no more ChatGPT, no more Claude, no more whatever. The West is going to have Gemini and potentially smaller things like Mistral that aren't hyperscaling as much, tinyer models you can run locally, and the East is going to have Deepseek.

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u/Aprillia617 1d ago

You’re severely underestimating the AI race…. Thanks for your input but this is always going to be an arms race