Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

  • flamingo_pinyata@sopuli.xyzEnglish
    31·
    2 days ago

    Look at it from the bright side. Manufacturers are building massive new capacity for demand that will never come. Already produced chips can’t be repurposed but machinery can, easily. In a few years RAM will be dirt cheap.

    • brucethemoose@lemmy.worldEnglish
      8·
      1 day ago

      That’s not true, from what I’ve read:

      https://www.trendforce.com/presscenter/news/20251113-12780.html

      despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026. This limited investment growth is unlikely to significantly affect bit output.

      Memory makers seem skeptical, hence aren’t planning to spend on more capacity in 2026.

      • xep@discuss.onlineEnglish
        5·
        1 day ago

        They also have a history of forming cartels and colluding to fix ram prices, so I doubt prices will normalize for a while.