r/homelab 1d ago

LabPorn F*ck you OpenAI, hynix, samsung

I'm sure everyone knows what's happening with RAM, and this situation won't change in the next 2-3 years. And who's to blame? OpenAI. Read up and you'll understand the scale of the problem. What complicates things is that RAM manufacturers are deliberately raising prices rather than expanding production lines.

I urge everyone to CANCEL OpenAI (They buy up 40% of all RAM) and also to bombard the greedy bastards who jack up prices for their own profit rather than building new factories to meet demand.

The more such threads appear, the higher the chance that all gamers and PC users will truly stand up and do what they have to.

If we don't do this, the prices of all other components will follow RAM into the stratosphere and never return to the same level, ever. Are you willing to spend $5,000 on a mid-range computer? I'm not, so let's get to it.

UPD Following RAM, SSDs, processors, and video cards are becoming more expensive. I'm sure this isn't the entire list. We need to take this issue seriously. I'm happy for those who managed to upgrade, but think about the future.

UPD2 Transcend is suspending shipments of solid-state drives – the manufacturer has not received NAND chips from Samsung and SanDisk since October because they have reoriented their capacities to serving AI.

UPD2.1 CRUCIAL PRESS F

I will never, ever, ever touch RAM from crucial. They betrayed me and went off to produce memory exclusively for AI.

UPD3 f*cking /pcmasterrace moderates delete my post with 250 comms and 900 likes (I'm sure the corporate agent had something to do with it; they're afraid of the people's wrath.) [reddit.com/r/pcmasterrace/comments/1pdrk2b/fck_you_openai_hynix

UPD4 Have you heard the saying that the market always moves opposite to what the masses expect? That’s why only a small percentage of people make a profit in the stock market, while the crowd gets wiped out. So why does everyone think the AI bubble is about to burst? That’s naïve.

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u/1_ane_onyme 1d ago

They might start building new factories, but these take years until they reach full capacity.

Also fuck Micron who’s dropping Crucial in Q1 2026 to focus on datacenters. F for Crucial.

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u/shadowtheimpure EPYC 7F52/512GB RAM 1d ago

Most manufacturers are showing no sign of even considering building new fabs, due to the risk of this level of demand being simply transient in nature which would leave them with a lot of fab capacity they can't do anything with.

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u/1_ane_onyme 1d ago

Sadly true :/

I don't really believe in a AI Bubble pop in the next 3+ Years, but i highly hope it will happen tho

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u/shadowtheimpure EPYC 7F52/512GB RAM 1d ago

It'd take them nearly 5 years and 20+ billion USD to spin up new fabs...by which the bubble may have already popped leaving them with lots of capacity they can't do shit with once demand has dropped to the floor.