Oracle depreciates them over 7 years to cook the books for better financial reports. They’re apparently generally replaced after 3-4 because individual GPUs start failing and the next generation’s improved performance and power consumption will make them obsolete anyway.
They’re essentially throwaway hardware as they can’t really be resold and repurposed for gaming either despite all that glorious VRAM. They only do compute.
Didn’t one of the 3 memory manufacturers specifically say they’re not going to be raising production as they’d rather have everyone pay the premiums while the shortage lasts?
When the Chinese DRAM industry really kicks off, we’ll have competition again. But right now they’re not producing high enough volumes and the Chinese RAM sticks on Aliexpress (yes, the ones with actually Chinese DRAM chips) aren’t much cheaper than non-Chinese RAM.
In a world where inputs to the process of chip creation can scale you would be correct.
However it takes at least a decade to bring a power plant online restrict power generation. Access to natural gas and oil can be distrupted further restricting access to power. There is a finite supply of water in most areas that can not be expanded . Disruption to trade routes due to war and tariffs make expanding the inputs to production difficult. Reduces access to capital due to a lack of faith in the US government and rising interest rates will restrict that access.
The world of plenty we lived in was dying even before Covid killed it off. We live in a world of scarcity and disrupted supply and resources now.
Yes and no. Production capacity takes a long time to build up in manufacturing. Plus these are specialized parts so the build up will take longer. Don’t expect a significant production capacity increase in the US for 5-10 years.
No it’s gonna suck. Those data centers will consume fresh water and power driving up costs of both over the long term.
The chips will also become obsolete or will degrade over time. After 7 years they will require replacement. Same is true with memory and ram.
It’s never going to end.
Oracle depreciates them over 7 years to cook the books for better financial reports. They’re apparently generally replaced after 3-4 because individual GPUs start failing and the next generation’s improved performance and power consumption will make them obsolete anyway.
They’re essentially throwaway hardware as they can’t really be resold and repurposed for gaming either despite all that glorious VRAM. They only do compute.
Increased demand translates to increased memory and ram production capacity?
Didn’t one of the 3 memory manufacturers specifically say they’re not going to be raising production as they’d rather have everyone pay the premiums while the shortage lasts?
When the Chinese DRAM industry really kicks off, we’ll have competition again. But right now they’re not producing high enough volumes and the Chinese RAM sticks on Aliexpress (yes, the ones with actually Chinese DRAM chips) aren’t much cheaper than non-Chinese RAM.
In a world where inputs to the process of chip creation can scale you would be correct.
However it takes at least a decade to bring a power plant online restrict power generation. Access to natural gas and oil can be distrupted further restricting access to power. There is a finite supply of water in most areas that can not be expanded . Disruption to trade routes due to war and tariffs make expanding the inputs to production difficult. Reduces access to capital due to a lack of faith in the US government and rising interest rates will restrict that access.
The world of plenty we lived in was dying even before Covid killed it off. We live in a world of scarcity and disrupted supply and resources now.
Yes and no. Production capacity takes a long time to build up in manufacturing. Plus these are specialized parts so the build up will take longer. Don’t expect a significant production capacity increase in the US for 5-10 years.