Rekall Incorporated@lemm.ee to Hardware@lemmy.worldEnglish · 14 days agoAnalyst warns of memory oversupply from AI server demand – Blocks and Filesblocksandfiles.comexternal-linkmessage-square5fedilinkarrow-up125arrow-down10
arrow-up125arrow-down1external-linkAnalyst warns of memory oversupply from AI server demand – Blocks and Filesblocksandfiles.comRekall Incorporated@lemm.ee to Hardware@lemmy.worldEnglish · 14 days agomessage-square5fedilink
minus-squareRekall Incorporated@lemm.eeOPlinkfedilinkEnglisharrow-up1·14 days agoMemory prices/demand tend to be very cyclical. If we do see the AI bubble popping (due to lack of revenue generating use cases) in the next 12-18 months, this will probably affect not only memory (although I don’t think GPU prices will go down).
Memory prices/demand tend to be very cyclical.
If we do see the AI bubble popping (due to lack of revenue generating use cases) in the next 12-18 months, this will probably affect not only memory (although I don’t think GPU prices will go down).