“Every time you look for the supposed gold mine, you find someone just handing someone money instead of the gold coming out.”Author of Where's Your Ed At and...
The reason you can’t buy RAM anymore is that “projections” are 16gw+ of AI deployment in US this year requires 70% of RAM to be for AI. 5gw is a practical ceiling for projects currently in active development. NVIDIA not only is growing its undelivered inventory at huge rates ($30B latest), its customers have $150B in “Construction in process” inventory as they aren’t getting transformers and utility hookups to finish/power on their datacenters. The circular financing by NVIDIA is just forcing their customers to shift unused GPU inventory into their warehouses. It eventually leads to less new sales/manufacturing of their GPUs, and then hopefully, RAM price normalization.
The reason you can’t buy RAM anymore is that “projections” are 16gw+ of AI deployment in US this year requires 70% of RAM to be for AI. 5gw is a practical ceiling for projects currently in active development. NVIDIA not only is growing its undelivered inventory at huge rates ($30B latest), its customers have $150B in “Construction in process” inventory as they aren’t getting transformers and utility hookups to finish/power on their datacenters. The circular financing by NVIDIA is just forcing their customers to shift unused GPU inventory into their warehouses. It eventually leads to less new sales/manufacturing of their GPUs, and then hopefully, RAM price normalization.