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submitted 8 months ago* (last edited 8 months ago) by MalReynolds@slrpnk.net to c/technology@lemmy.world

Source

TLDR:

OpenAI made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the 3 large providers of RAM) ostensibly for project Stargate server farms. But it gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they’re just trying to keep RAM out of the hands of their competitors.

From there the laws of supply and demand and panic buying by everyone else took over, RAM prices are going to the moon, and Micron (the third big provider) dropped out of the consumer market because they’re gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.

In short, Fsck the AI industry in general and Fsck ‘OpenAI’ and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this fsckery.

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[-] TropicalDingdong@lemmy.world 124 points 8 months ago

People who have been holding off on building a new systems due to part prices since 2020

[-] leftzero@lemmy.dbzer0.com 33 points 8 months ago

I'm in this picture and I don't like it.

[-] TheTux@lemmy.ml 2 points 8 months ago

u n me both...

[-] Alexstarfire@lemmy.world 22 points 8 months ago

Just when I started considering that maybe it's time to look at new parts, a new hurdle candy into view. My computer might graduate from elementary school before I can get a decent price on parts. Or maybe they're will never be decent prices on parts again.

[-] Naz@sh.itjust.works 3 points 8 months ago* (last edited 8 months ago)

I had everything in my cart.

I was waiting for Black Friday.

I get an alert saying the RAM in my cart was unavailable.

I'm thinking, okay, maybe they're out of white RAM, I'll just do black.

The $200 kit in my cart was now $1,200, but worse yet, everything but the slowest RAM was out of stock.

I decided, fuck this, fuck them, and I bought everything but the RAM.

A few days later, I told my friend my troubles, he says: "DUDE! I HAVE SPARE DDR5 in my closet!"

I tell him: "I will pay for shipping, fair value of the RAM, and 20% extra for your trouble"

The moral of this story is fuck these greedy bastards, you can train your 10T models but please leave gamers alone; they are a tiny % of the demand for DRAM chips.

P.S: Pay the kindness forward, help your fellow friends with any spare parts

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[-] candyman337@lemmy.world 67 points 8 months ago

Why are we censoring the word fuck

[-] Brunbrun6766@lemmy.world 48 points 8 months ago

This is a Christian Minecraft server

[-] xxce2AAb@feddit.dk 35 points 8 months ago

The AI industry is apparently in need of a file system check.

[-] Zak@lemmy.world 32 points 8 months ago

I normally dislike self censorship of profanity, but replacing fuck with fsck (filesystem check) is a Unix joke, and I can appreciate that.

[-] RogueBanana@piefed.zip 12 points 8 months ago

You don't want to get shadow banned on lemmy for anti corporate speech now do you?

[-] edgemaster72@lemmy.world 22 points 8 months ago

I thought anti corporate speech was required to have your account approved?

[-] MalReynolds@slrpnk.net 9 points 8 months ago

Eh, I hadn't bothered to read the comm rules and doing a filesystem check is a suitable pain in the ass. BTW the last word was originally shitfuckery.

[-] Johanno@feddit.org 5 points 8 months ago

Ok self cencoring is always bad.

If you want to avoid swear words use a different one like screw, curse, to hell or sth. Like that.

If you want to curse then just do it. Censoring it makes it weak and stupid.

And in my opinion no rules should ban the word fuck but allow f*ck.

It is useless and annoying.

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This is the internet, you can't swear here.

[-] MelodiousFunk@slrpnk.net 6 points 8 months ago
[-] ZILtoid1991@lemmy.world 43 points 8 months ago

AI slop thumbnail on the anti-AI text.🤡

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[-] xxce2AAb@feddit.dk 42 points 8 months ago

I'm emphatically not saying somebody should soccer-kick Altman repeatedly right in the scrotum, I'm just saying I'd enjoy a good drink with a sigh of contentment if someone did.

[-] Stuart_Munto@lemmy.world 17 points 8 months ago

Altman is the type of guy who pays to have his balls kicked though…

[-] xxce2AAb@feddit.dk 8 points 8 months ago

I don't care if he enjoys it or not. If it prevents him from passing on his clearly defective genes, I'm all for him chasing that Darwin Award.

[-] And009@lemmynsfw.com 2 points 8 months ago
[-] xxce2AAb@feddit.dk 3 points 8 months ago

Good for him, even better for us.

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[-] y0kai@lemmy.dbzer0.com 35 points 8 months ago

so happy I built a new PC last year. so pissed I cant make a new server this year

Since we've all enjoyed SaaS allowing us to pay monthly fees until death for everything from our word processor to our sleep tracker, get ready for Compute as a Service to take over everything else once none of us can afford home computing.

[-] y0kai@lemmy.dbzer0.com 10 points 8 months ago

yes this is terrifying, actually.

[-] TheBat@lemmy.world 15 points 8 months ago

so happy I built a new PC last year

[-] Truscape@lemmy.blahaj.zone 12 points 8 months ago* (last edited 8 months ago)

For a personal server, just buy a liquidated office/business workstation and add storage as needed. Probably will still be cheap since the win10 EOL has led a bunch of those machines onto auction sites.

[-] y0kai@lemmy.dbzer0.com 8 points 8 months ago

I appreciate the advice, but that's what I've got already. It works well, but I was hoping to make a significant upgrade and move away from spinning disks and such.

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[-] stoy@lemmy.zip 5 points 8 months ago

I am currently building a server, I have five things left to get before I can use it, two 8TB HDDs, two 2TB SSDs and a SATA controller card.

I bought RAM for ut this summer a 2x 16GB Kingston kit, that kit has increased in cost by 1000SEK, insane....

[-] MalReynolds@slrpnk.net 3 points 8 months ago

Get the SSDs pronto...

[-] shiftymccool@piefed.ca 31 points 8 months ago* (last edited 8 months ago)

Fsck? Are you self-censoring on Lemmy? Jesus fucking christ

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[-] just_another_person@lemmy.world 24 points 8 months ago
[-] Asafum@feddit.nl 16 points 8 months ago

This is how I feel literally every single day, and somehow every single day gives me a new reason to feel like this... I'm so sick of this timeline...

[-] TheBat@lemmy.world 22 points 8 months ago* (last edited 8 months ago)

When tf investors are going to ask for returns on their investments? That's the only thing that can pop this bubble.

[-] osaerisxero@kbin.melroy.org 29 points 8 months ago

They're probably the only reason it hasn't popped yet: still searching for someone to hold the bag. But the longer they wait, the bigger the number gets and the less likely it is for them to find one. Eventually someone's going to cut their losses and it's going to be a bloodbath.

[-] TheBat@lemmy.world 10 points 8 months ago

Eventually someone's going to cut their losses and it's going to be a bloodbath.

Me rn: BLINK, MOTHERFUCKERS!

[-] tormeh@discuss.tchncs.de 6 points 8 months ago

OpenAI and Anthropic are going public soon. They're trying to offload the bag on the public.

[-] TheBat@lemmy.world 2 points 8 months ago

OpenAI and Anthropic are going public soon.

What do companies must disclose before going public?

Oh wait, this US administration doesn't give a fuck about that. I'm fully expecting IPOs with no documentation other than 'trust me bro'.

[-] Corkyskog@sh.itjust.works 2 points 8 months ago

They would just have GPT vibe draft some good looking financial statements.

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[-] SkunkWorkz@lemmy.world 5 points 8 months ago

They probably don’t care. Since it drives the entire stock market up. They probably make big bucks on the other side trading derivatives on the financial market making returns that will outgrow the investments in OpenAI. It’s a convoluted version of a pump and dump. Pump up OpenAI so they can dump NVidia options.

Also OpenAi will go public soon. The dot com bubble didn’t pop until all those companies that never made a dime went public. Since investors were then able to dump their holdings into retail investors.

[-] AnUnusualRelic@lemmy.world 2 points 8 months ago

Just a few more billions guys, real close now! Maybe a few dozen more after that, but it's really getting there!
Oh, look a squirrel!

[-] Chronographs@lemmy.zip 13 points 8 months ago

Not to say that this is particularly hard to believe, but do you have a source?

[-] GnuLinuxDude@lemmy.ml 27 points 8 months ago
[-] MalReynolds@slrpnk.net 7 points 8 months ago

Sorry, thought I had, apparently I don't understand the post creation mechanism as well as I thought. Thanks for the catch, I'll edit the text.

[-] MalReynolds@slrpnk.net 3 points 8 months ago

Hmpff, when I added the image it overwrote the original URL, not exactly intuitive, probably makes sense for memes.

[-] cupcakezealot@piefed.blahaj.zone 11 points 8 months ago

i wish ceos a very happy not existing

[-] sunbeam60@feddit.uk 2 points 8 months ago

Man, I luckily upgraded to 64GB (when MSFS 2024 said “that’s preferred”) before all this.

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this post was submitted on 05 Dec 2025
207 points (90.6% liked)

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