- cross-posted to:
- hardware@lemmy.world
- cross-posted to:
- hardware@lemmy.world
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It’s not a shortage if production is normal but some greedy assholes keep buying them all. It’s a racket.
It’s not a shortage if production is normal but some greedy assholes keep buying them all. It’s a racket.
Your entire premise is built on “if production is normal” and yet in the 2nd paragraph of the article (which you read, right?) it says that production isn’t normal.
Manufacturers are intentionally not ramping up to increase production to follow the demand because of the bubble risk.
So, the price increase is created by a supply-side problem because production isn’t normal.
The supply-chain disruption centres on memory devices—especially those used in graphics-cards and AI-accelerated systems—where manufacturers remain wary of ramping up production after past crashes. The result: constrained supply, elevated costs, and a decision by AMD to transmit some of that burden across its GPU product lineup.
The way I’m reading it, the supply is only constrained relative to the increase in demand. The article isn’t really clear on the matter, so it can be interpreted both ways
You’re exactly right.
The unusual thing here is that production is not following demand.
It isn’t the case that RAM manufacturers are unable to buy more RAM manufacturing equipment. They’re simply choosing not to invest in new RAM manufacturing equipment because, collectively, they seem to agree that the demand is a bubble which will collapse before the investment will break even.
Since that sector typically targets a 3-5 year payback window, it means that the market is not expecting demand to continue rising long-term.
The article is simply AMD pricing the bubble uncertainty into their product. We’ll likely see the Steam Machine have a similarly inflated price (and also due to tariff uncertainty)
I think they didn’t mention that the US Dollar getting clapped is another reason why a 10% price increase is necessary for GPU prices. AI is not a bubble, but rather, the US Dollar and bonds that are backed by the USD.
I love that the AI circle jerk is finding creative ways to make life more expensive. Id be willing to bet the price increase won’t be shared by the AI industry.
Id be willing to bet the price increase won’t be shared by the AI industry.
Sounds like you’re giving in to conspiratorial thinking…
Does the AI industry buy computer components on Earth still? Then they’ll be affected by price increases.
I’m not trying to be conspiratorial. I’m assuming the dollar amount and number of GPUs promised in these deals is fixed at this point. AI is also the cause of the price increase so regular consumers enjoy a price increase while tech giants race to kill jobs, burn resources, and degrade the communities they’re building these data centers in.
How serendipitous! I’m planning a similarly-themed tech embargo! I wasn’t settled on the percentage but 10% seems reasonable and I’m sure I can put AMD into that pie slice.
It’s not like AMD created this situation. It’s pretty well documented, and the culprit is OpenAI plus the three companies that make all the DRAM. Mostly OpenAI.
These kinds of posts always bring out the anti-ai bots, repeating the same FUD memes without reading the article or basing them in reality.
AMD is reportedly planning a broad graphics-card price increase of roughly 10 % due to global memory supply constraints. With AI demand pushing up memory costs and production bottlenecks emerging, the GPU market faces a tougher environment for holiday deals—and consumers may need to act sooner to avoid a new higher price baseline.
It’s literally the start of the second sentence where they blame AI. What are you talking about?
I didn’t say it wasn’t caused by AI.
I said that the people that show up in these threads are unusually toxic and irrational on the topic and share the same ridiculous framing that if they simply spew enough toxins on social media then Linear Algebra will uninvent itself.
Are you saying linear algebra is equivalent to current AI models? I really hope not.
I’m not even sure what you mean by equivalent. Is an airplane equivalent to aerospace engineering? They’re two different things.
AI models, the neural network ones, are essentially just a bunch of tensor multiplication. Tensors are a fundamental part of linear algebra and I hope I don’t have to keep explaining the joke.
The point is that no amount of being angry and toxic on the Internet will make AI disappear.
In addition, what most people are complaining about (the exploitative way that AI is being used) is not an AI problem, it is a capitalism problem. So, not only is the rage and anger useless but it is pointed at the wrong target.
Saying people should stop complaining about something shitty just because you think it will continue to exist is ridiculous. Saying that current AI models are just a bunch of tensor multiplication seems like a gross over simplification of systems that are increasingly harder to understand. Linear algebra isn’t new but this isn’t just linear algebra. People should keep bitching about AI until it either dies or finds an entirely new business model based on not being pieces of shit.
People should keep bitching about AI until it either dies or finds an entirely new business model based on not being pieces of shit.
How can AI die? What does that even mean?
It’s math. You can write the algorithms on a napkin from memory. It cannot ‘die’. You’re tilting at windmills, there’s nothing to kill.
You’re mad at the people who are using the productivity gains resulting from this new technology and eliminating jobs for people.
That isn’t an AI problem. The same thing happens every time there is a new productivity saving device. It doesn’t result in the workers earning more money from increased productivity, it results in a huge amount of people getting fired so profits can go up.
You’re not mad at AI, you’re mad at capitalism but it sounds like you lack the perspective to understand that.
It’s funny that you think these things are operating on napkin math. I guess it takes tens of thousands of GPUs and months of compute time to work out some napkin math. All of these years of AI research resulted in some napkin math that we were missing all along and now the work is over. What a ridiculous thing to say. Even if you know the algorithms used you still need a mountain of GPU compute and a few power plants to make them work. It’s not just math or if it is, we don’t understand the math. Math is deterministic. These models are not deterministic, an input does not always produce the same output and you can’t feed a response backwards through a model to produce the query. We struggle to make even remotely predictable changes to a model when it does something we don’t like. We didn’t discover math and then AI came packaged with it. The AI industry can die like any other. Using your logic, anyone and everyone can build nukes, they’re just math and physics and the materials (like GPUs and Power) are easy to come by. We can’t erase the knowledge so let’s all sit back and enjoy the fallout.
Capitalism undoubtedly makes the situation worse but AI is a threat even without capitalism. So far they’re making life more expensive in multiple ways for all of us with no real benefit for their existence.
