'RAMageddon' hits consumer electronics as AI drains chip supply

Posted by sbulaev 1 day ago

Comments

Comment by Mattified 1 day ago

Comment by pull_my_finger 16 hours ago

Off-topic, but this article brought my first time to see a "scan the QR to verify you're human" from reCaptcha. I hope this doesn't become a thing, because I never, ever do that.

Comment by simulator5g 1 day ago

You can't even read a single line of the article at this link, its just a full page ad obscured by various popups.

Comment by adrian_b 1 day ago

The archive link given by another poster works for me.

What matters is the pessimistic conclusion of the article:

> "The uplift in prices is anticipated to persist for as long as the AI supercycle lasts. “I think we’re still in the sort of early stages [of price increases],” said Dhillon, adding that “there’s a lot more to come in the pipeline”."

Comment by p0w3n3d 1 day ago

What about the cartel? Have they punished Samsung and Hynix yet?

Comment by RataNova 1 day ago

Even if there is a cartel it's secondary now because Nvidia is basically vacuuming up half of Hynix's output for Blackwell and leaving the retail market to fight over the scraps

Comment by 1 day ago

Comment by mrheosuper 1 day ago

I remember the HW shortage during 2020-2021, fun time.

Comment by bitwize 1 day ago

This is going to last longer.

The economics of owning your own powerful hardware make sense less and less with each passing year. Compute that's rented from the cloud gets far more utilization per dollar spent, and that's just on the hardware costs, let alone the cost of electricity to run it. What we're seeing now is the market adjusting to this new reality, as foundries reallocate capacity from consumer-oriented hardware to gear aimed at superscalers.

Comment by y42 1 day ago

I don't know.... With all those approaches to run AI in your own premise, people need their own hardware. It makes them independent. Of course hyperscalers and AI labs don't like that, but I argue that consumers prefer independence over some costs of operations. If this would be the case, people wouldn't own cars.

Comment by mdp2021 1 day ago

Yes but we are waiting fro the release of the right hardware to enable local inference efficiently.

These times are confused because all the available solutions are suboptimal for NN inference in the consumer market.

Comment by sirtaj 1 day ago

server -> personal -> server -> personal... I've seen this cycle a number of times in the last 40 years. Almost none of the people making any of the software we use are purely using the cloud, they are using powerful personal computers with cloud for GPU. The ubiquity of personal computing is required if we want this industry to keep producing enthusiastic hackers.

Comment by imtringued 1 day ago

If the AI companies ever get the idea that it would make sense for the AI model to modify its KV cache, it would end up adding a write step to the KV cache per token (moderately expensive) and increase the cost of inference by the width of the update (arbitrarily expensive).

This in itself could double or triple the demand for both memory bandwidth and compute. I honestly don't see a future where AI demand disappears...