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0 pointsnl16d ago0 comments

Memory is unlikely to drop in price before mid-2027 when new capacity starts to come online.

The GPU shortage looks to be even longer lived.

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4 comments · 1 top-level

williamdclt16d ago· 3 in thread

So, temporary situation then. That's a pretty short period with no paradigm shift, just a delay in capacity.

It’s gonna take a lot longer than mid 2027. 2029 earliest IMO. Hyperscaler spend is basically already spoken for the next 2 years.

Seanambers15d ago

Temporary until its not.

It's the new normal, get used to it.

The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.

The world is seemingly moving into a era where compute is becoming expensive and scarce.

Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.

More AI compute = more CPU, memory, storage needs.

_110015d ago

Do you think we will recognize any walls? Or is there a point where the output might look different with respect to different paradigms / modalities we throw at it, but we won't be able to understand the quantitative differences as good/bad/scalable?

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