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Рупор рынка Рупор рынка @markethorn · 618 subscribers
Post #2210 1.01K
Токсичное мнение Про эхо-камеру «пузыря» или Как LLM оставили мир без быстрой памяти Производители DRAM/NAND не спешат расширять производство несмотря на дефицит чипов в канале из-за бешеного спроса со стороны датацентров. Samsung, SK Hynix и Micron — всем им мешает мышечная…
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.
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