RE: https://mas.to/@gabrielesvelto/115916333817755928
So it was artificial scarcity and price manipulation all along? Shocking, who would have thought!
When talking about DRAM please don't use the term "shortage", call it what it is: price manipulation.
Shortages are when things you want to buy cannot be bought anywhere, but DDR5 memory kits are widely available. There's hundreds of different types in stock at online retailers. I've yet to see a kit that is actually out of stock. This is the tech industry attempt at keeping high margins at a time when computer sales were already predicted to be declining. Don't fall for it. It's a scam.
This is making me completely re-evaluate everything that happened around Jensen Huang: his affairs didn't burst the bubble, they were most likely already known. It's the bubble that was already bursting that forced their revelation. Nvidia's sales are going to tank, together with the DRAM makers and TSMC. In turn every company owning their hardware will have to do huge write downs on their balance sheets to account for the lower value of the GPUs they bought, leading to huge losses, and what money will be left to prop OpenAI and Anthropic? None.
Watch the dominos fall 🍿