> window of extremely elevated RAM and SSD prices
Is it a window? It seems likely to me that we're going to be paying the LLM tax on all of our consumer electronics for the rest of our lives.
> window of extremely elevated RAM and SSD prices
Is it a window? It seems likely to me that we're going to be paying the LLM tax on all of our consumer electronics for the rest of our lives.
Yes, even memory manufacturers believe it is temporary which is part of the reason that supply has not increased to match demand and prices have spiked.
Considering their position, I wouldn't trust a damn thing that memory manufacturers say right now. They're the ones taking advantage of the increased demand by increasing prices.
> even memory manufacturers believe it is temporary
Do they? Is that why they've committed to literally doubling their production capacity in 5 years?
They cant outspend each other forever. And with all the datacenters not even being able to be hooked up compute isnt the problem, its powering it.