bingo. And any companies that do make it out the other end of this will transition to subscriptions for their stuff. HP is already rolling this out for their laptops. The end goal is to stop people from owning stuff but pay a monthly subscription on it. and if you want to own a device outright, prepare to pay a premium.

Market manipulation, innit?

Coming to a potato farm near you

How about instead of building concentration camps, we build chip factories, and employ all the people we're abusing? Then they can spend their earnings, and pay taxes, and stimulate the economy.

Or we can lock them up, create a chip shortage, destroy otherwise viable companies, and keep our economy limping along, satisfied with the false metric of the Stock Market as a score.

I doubt RAM manufacturers will feel any pain. From the article,

Pua Khein-Seng is further said to have highlighted that memory manufacturers are now "demanding three years' worth of prepayment (unprecedented in the electronics industry)"

If they're really being prepaid three years in advance that's a huge cushion. Of course this assumes that it's really money and not just a contract for more money.

I don't think RAM manufacturers will feel any pain. There might be fewer consumer electronics manufacturers after this, but the same demand for consumer electronics. There will be about the same level of production, but just by fewer manufacturers.

Sorry about the RAM prices but we needed it to make you unemployed, thank you for understanding.

This is arguably about an un(der?)regulated futures market gone wild. If you can buy all the production for the year, before it's even been produced, you're going to create a shortage. One could argue that supply and demand is out of whack and that more fabs = more supply to meet demand, but if Western Digital completely sold out of hard drives when we're only 1/6 of the way through the year then more supply isn't really the way to fix it.

It's because they machine translated the direct quote. It means "here's the direct quote in English, but we cannot absolutely guarantee that it is a flawless translation."

They're clear about that in the article.

And that's reasonable for these internet tech outlets, which don't have much budget for (say) human translators for every little blurb these days. TBH it's a miracle PCG is still operating at all.

Hahahahahaha....

Oh wait, you're serious? Same, but it won't be over soon.

The whole market will crash when AI takes a dive. I'm hoping for that to happen soon but given how much money the companies involved have and can get.... Probably not anytime soon.

It's a grift, nothing more. The execs know this, but they want new yachts.

What are the chances that this is orchestrated to bring more computing control to the larger companies who can weather the storm? If end users don't have ram or storage that will make it even easier to push them into walled garden cloud platforms.

Then, try and make a change. I dare you to. Its a fucking disaster.

You are correct, and now the emerging strategy is to just "re-roll" the entire codebase any time a change is needed. It's insane.

The hardware bought by a company can't be bought and used by the competitor.

As per Gamers Nexus the Chinese RAM manufacturers have been mandated by the Chinese government to prioritise the majority of their production to data centers now though. The Chinese government has its own AI dreams.

So no, they care as little about consumers as the rest of them.

Kind of odd that none of the “national security” idiots in the US have started ringing the alarms about this yet.

... because they are in on it.

eat up the entire consumer segment

Won't AI companies just fill enough orders to empty all that extra produce?

It is actually the whole problem.

Oligarchs have too much money in a world that's already edging to end of abundant resources, but they absolutely want to see their wealth keep growing as if it could go on indefinitely. Tüey already squeezed workers and taxes, there is not much more margin there. There is pretty much no business left that can promise past returns, except single shots based on governments corruption.

Being not half as smart as they think they are, they got conned by AI startup pitches about giganormic growth opportunities, and poured a shit ton of money on them. Now the con-men need to entertain them for as long as they can to suck them as much as they can.

Everybody else is paying the price.

Oligarchs are just as dumb as any random person. They shouldn't exist to start with. No one deserve is worth much money and worthy of the power it grants.

It's not so much about being short-sighted as being greedy con-artists: the longer they maintain the illusion AI will eventually work and be profitable, the more money in their own pocket.

They stopped at one year to keep investors on that thin line between a state of too much confidence so they stop investing more and say they poured enough money for AI companies to break even, and the state where they lose hope and cut their losses.