Analyst warns of memory oversupply from AI server demand – Blocks and Files
Analyst warns of memory oversupply from AI server demand – Blocks and Files
blocksandfiles.com /2024/10/02/ai-memory-supercycle-could-fade-out-next-year/
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Soooooo....
The price of computer memory is likely to crash?
Ok, I mean, I won't be pissed if it happens....
Memory prices/demand tend to be very cyclical.
If we do see the AI bubble popping (due to lack of revenue generating use cases) in the next 12-18 months, this will probably affect not only memory (although I don't think GPU prices will go down).