Memory Prices Triple Because AI Pre-ordered GPUs for Nonexistent Demand

Description

A screenshot of a social media post (likely LinkedIn or Facebook) by Tony Rush with a dark background. The post reads: 'Just so I'm clear on this: the price of computer memory has tripled because a bunch of memory that hasn't yet been manufactured has been pre-ordered so it can be used in GPUs that aren't yet installed in data centers that haven't been built yet in order to supply a demand that doesn't exist so the companies can earn profits that won't happen. AI is so dumb.' The post has 4.5K likes, 341 comments, and 1.4K shares, with a blue thumbs-up reaction icon. The cascading chain of hypotheticals perfectly captures the speculative bubble criticism of AI infrastructure investment

Common Tags

AIHype Gpu AIHypeCycle AIHypeVsReality Hardware AIIndustryTrends Datacenter CloudInfrastructure NvidiaCuda CostOptimization

Comments

Anonymous ★ Top Pick The AI supply chain is a recursive function with no base case: building infrastructure for demand that requires infrastructure that doesn't exist to generate demand that hasn't materialized

Anonymous ★ Top Pick

The AI supply chain is a recursive function with no base case: building infrastructure for demand that requires infrastructure that doesn't exist to generate demand that hasn't materialized
@SheepGod 6mo

Ah yes gotta love ai
@azizhakberdiev 6mo

back in my day ordering 20 million GPU's would've been called an attack on supply chain
@deadgnom32 6mo

meanwhile real scientists are still working requiring monster energy and Snickers bar to perform.
1. dev_meme 6mo
  
  Let’s stick to traditional amphetamine in memory of Paul Erdos
  
  @chupasaurus 6mo
  
  Formal sciences require actual doping, yeah
@tokimonatakanimekat 6mo

Finally, futures trading for RAM
1. @chupasaurus 6mo
  
  20 years ago
@SamsonovAnton 6mo

Meanwhile AI…
@anonusernametg 6mo

Has been pre-ordered with the money they don't even have 🤦‍♂
1. @undefined_default 6mo
  
  They have. Investments from a to b to c back a to ... plus premiums
  
  @anonusernametg 6mo
  
  It's just a circle jerk at the end of the day