Even if this was sustainable and they did scramble to build new fabs you would have to wait to around 2030 to see any production. And prices would have to grow much higher to finance that bonanza. Writing memory chips is done most efficient to make memory filthy cheap. It still is somewhat affordable considering the die area.
And they probably don’t believe in sustained demand through the next 15 years. Memory prices always have been in flux and those that over invest in times of booms are exiting the market bankrupt. It’s among the most cut throat industries.
Yes, I don’t disagree. But they aren’t, and that should be telling. If AI was as advertised, they 100% would be starting build out right now. Because it would be replacing everyone and their product is central to current wasteful processes. They know it won’t. But are happily riding the bubble for the moment.
Making Hay while the sun is up isn’t particularly evil. Sell those shovels. Everyone is quite aware of the potential of a crash. What are they supposed to do? If they were to sell their RAM below worth ai could just gobble it up on the free market anyway.
Even if this was sustainable and they did scramble to build new fabs you would have to wait to around 2030 to see any production. And prices would have to grow much higher to finance that bonanza. Writing memory chips is done most efficient to make memory filthy cheap. It still is somewhat affordable considering the die area.
And they probably don’t believe in sustained demand through the next 15 years. Memory prices always have been in flux and those that over invest in times of booms are exiting the market bankrupt. It’s among the most cut throat industries.
Yes, I don’t disagree. But they aren’t, and that should be telling. If AI was as advertised, they 100% would be starting build out right now. Because it would be replacing everyone and their product is central to current wasteful processes. They know it won’t. But are happily riding the bubble for the moment.
Making Hay while the sun is up isn’t particularly evil. Sell those shovels. Everyone is quite aware of the potential of a crash. What are they supposed to do? If they were to sell their RAM below worth ai could just gobble it up on the free market anyway.