Hardware
Post #7701 · source on Telegram
Nvidia Buys All DDR5 Until 2028, Consumers Get Plowed
Description
A six-panel Simpsons meme using the 'plow guy buys out the store' scene. Panel 1: a customer labeled 'NVIDIA' tells the cashier labeled 'RAM PRODUCERS': 'GIMME ALL DDR5 DRAM YOU'LL EVER PRODUCE UNTIL 2028'. Panel 2: the cashier replies 'THAT'LL BE $9,500,000,000'. Panel 3: Nvidia says 'I ONLY GOT $10 ON ME, CAN I PAY THE REST LATER'. Panel 4: the cashier shrugs 'SURE'. Panels 5-6: Homer, labeled 'CONSUMERS', walks past an 'OLD OUT' (sold out) sign and collapses face-down on the sidewalk. The meme captures the 2025-2026 DRAM supply crunch in which AI datacenter demand (Nvidia and hyperscalers pre-buying memory output years ahead) sent consumer DDR5 prices soaring and left retail buyers with empty shelves
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Comments
19Comment deleted
Nvidia bought the DRAM roadmap on net-2028 terms; consumers got the OOM-killer in retail form
Memory allocation now happens at procurement time, and consumers just got an out-of-memory exception.
*openai Comment deleted
OpenAI doesn't pay for the ram unless you've seen an OpenAI branded GPU Comment deleted
OpenAI is purchasing raw DRAM wafers Comment deleted
2028: AI bubble: bursts. AI companies: do not need that many RAM. Consumers: 🎉 RAM producers: "Not so fast! We need to cover the price gap between wholesale and retail, so the prices will stay high. Otherwise we go bankrupt and the shortage will get even worse, with prices skyrocketing". Consumers: 😡 AI companies: "Don't blame us!" Consumers: 🤬 Comment deleted
simple, let AI companies pay for the ram they did not need and watch them liquidate the ram back into market Comment deleted
idk I don't think this is gonna happen. AI companies are gonna sell off their old RAM and- oh, it's not actual ramsticks? they're using it in ways that aren't transferable to end users without major retooling? drat tbh I still don't think this is gonna happen exactly, but it's not like ram is suddenly become super affordable either. things are just gonna stay more or less similar to before, with the only difference being a projected drop in demand reducing prices somewhat. but! since a lot of semiconductor companies are currently expanding massively, the price of semiconductor will drop regardless of when AI companies will fail. on the flipside, maybe china invades taiwan and the prices skyrocket. get ready for wartime-rationed semiconductors in that case. Comment deleted
tldr: who the fuck knows Comment deleted
Maybe now so-called developers will remember the ancient technique of optimizing the code so that "8GB is the bare minimum" wouldn't be the answer to "your code doesn't run on 8GB of ram" Comment deleted
Also it wouldn't be DDR5 it would be HBM manufacturers are just focusing on the HBM production rather than both Comment deleted
Really? Comment deleted
https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month Comment deleted
> What remains to be seen is which company will dice the wafers and build actual DRAM chips, HBM stacks, and memory modules. Comment deleted
Strange Comment deleted
Dram is kinda useless here unless you've got some system like apple silicon for unified memory Comment deleted
Hmm Comment deleted
Get ready to have your next laptop with chips from some Tianjian, not Micron — at least you’ll be able to afford it then Comment deleted
Nvidea uses ddr6 in gpu Comment deleted