Also spinning up a new fab, even for RAM will take several years and major investment (billions).
Ideally they should have begun planning back in 2022-2023 when LLMS first came to market.
They’ve missed a huge opportunity to profit.
Comment on Market efficiency
ThePantser@sh.itjust.works 16 hours ago
Confused how Nvidia hasn’t just started making its own RAM at this point. They have the money to spin up the production.
how_we_burned@lemmy.zip 10 hours ago
Cort@lemmy.world 15 hours ago
Same reason ram manufacturers aren’t building new production lines. Everyone knows this is a bubble, and when it pops the production from those extra facilities would be surplus and drive down the cost of RAM even further. They’re milking it for all it’s worth without investing any extra time or money.
ZonenRanslite@feddit.org 15 hours ago
I hope you are right.
django@discuss.tchncs.de 15 hours ago
So say we all.