I think because most people tend to be non-confrontational and asking the obvious followup would press them into their hypocrisy

This time its different - trust me bro™

Stock price wise the company is clearly worth more because it's selling more and making massive amounts of money and by massive I mean they're printing money right now

The other part is that the 3 major players SK Hynix, Samsung and Micron have basically said they don't want to oversupply the market and when the AI bubble pops have memory prices go through the floor again, so they are treating this as if it's a bubble and in a few years time the demand will subside, so they are not blowing up all their capital to expand as quickly as possible

"This follows reports earlier this month that the price for DRAM sticks of memory for desktop computers had increased by over 170% year on year. Mostly driven by the high demand for building new AI-focused data centers, memory makers aren't planning to increase production either, on the off chance the demand dries up."

https://www.tomshardware.com/tech-industry/samsung-raises-memory-chip-prices-by-up-to-60-percent-since-september-according-to-reports-ai-data-center-build-out-strangles-supply

I saw Samsung may already be in the process of building a new fab but i cbf looking up further, basically looks like higher memory prices, for longer, with no oversupply glut with cheap prices once the bubble pops like in the past :(

I was starting to group together my older computers for potential recycling, but they’re now going to be repurposed after thorough testing. Not a fan of where big tech currently wants to go

Of course they could get lucky, or could steal technologies to accelerate things

Good news everyone https://www.tomshardware.com/pc-components/dram/samsung-engineer-accused-of-leaking-10nm-dram-process-data-to-chinas-cxmt

10 years is not a long time and once the cat is out of the bag it's rather difficult to get it back in.

It was the same for other manufacturing. You can't manufacture most commercial items at a competitive price not just because the difference in labor cost but because there's simply nobody left that is capable of doing it at scale in the US or Europe.

Running my AI girlfriend

That you can't plug into a traditional computer and that has not even pads for a video connector to be soldered to.

Folks just don't realize how exotically different they have ultimately made the GPU packaging for datacenters. B200/B300 come in very specific packaging that is nowhere near a PCIe card.