With imaginary money
Yeah but as long as the manufacturers keep selling all their production for real money, everybody else is screwed and prices are going up.
And people are trying to tax the imaginary money.
Can’t tax the imaginary money. It would destroy the imaginary economy.
Good. Time for software to be optimized again.
how will the vibe coders survive this?
please, will somebody please think about the feelings of the poor vibe coders :(
Vibe coders will ask the AI to write everything in Rust, memory usage will be reasonably low
The people writing everything in Electron are gonna have a fun time with their users though.
nah some dude got recently covered in press b/c he used an LLM to derive Assembly from C.
Huh? C compiles to machine code.
Yes, but why write C when we can let the LLM write assembly directly? Compilers are unnecessary bloat we don’t have a need for with modern technology.
yeah kid replace your systems with LLM written opcode streams completely all you want.
regarding the question: for maintain- and portability.
Putting aside assembly code gets compiled as well, the bottle neck is always validation of these systems. Making the systems more opaque makes the already difficult task of ensuring it works even harder.
Assembly code isn’t ”compiled”. To quote wikipedia:
Assembly code is converted into executable machine code by a utility program referred to as an assembler. […] The conversion process is referred to as assembly, as in assembling the source code. The computational step when an assembler is processing a program is called assembly time.
My point is that people are already trying to replace compilers with LLMs, and yes, it is stupid as shit, but still real.
Also, maybe see if an LLM can help you detect sarcasm without explicit content tagging.
low-level compilers can output very ugly-looking assembly. he probably did this and then used LLM to super-optimize it. may be perfomant, but id guess that theres a risk that its unsafe.
Who cares about ugly-looking assembly ? No one’s gonna actually look at it, that’s, like, the whole point of C. And I really doubt the plagiarism machine can somehow do better than a compiler. I’m gonna look this up
Edit : is it this one ? https://arxiv.org/html/2505.11480v1
I was about to get insulted but I almost closed the lid on the laptop by accident and now have to make sure my cloude still operational on the task I gave it, so I can’t be rerouting my attention span resources
Half the joke of the AI bubble is how American tech firms prioritized brute force over efficient engineering.
Truth.
I am astounded that games like Crash Bandicoot, Tomb Raider and Abe’s Oddysee with their massive sprawling worlds were crammed into such relatively tiny file sizes.
Necessity gets results
Dodge must be pretty happy.
Things don’t add up. I see articles about computer parts becoming unavailable along with articles about data center plans being cancelled or not getting built. I assume the data centers ARE getting built and those second articles are lies to calm people down.
OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:
- Prepares them for the distribution to data centers,
- Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.
You and I are the victims of this until the bubble finally pops and the deal falls through.
You and I are the victims
We’re way downstream. The “victims” are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.
Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.
That’s not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.
Local small businesses are being priced out of self hosted server options since ~October (Source: MSP)
It’s because it’s a Ponzi scheme. Huge amounts of investment dollars are being dumped into AI and anything related to AI. If you build any kind of chips that are used in AI datacenters, you suddenly have a bunch of money invested in your company. What do you do with it? You make a deal with OpenAI (or one of the other ones) that you’ll invest that money into them if they agree to buy a bunch of chips from you. Now you have revenue on books and are showing a reasonable return on that investment.
If you were a chip manufacturer and actually believed that there was a big future in AI, you’d be using those investment dollars to build some more chip fabs. And some of these companies are doing that. But overall, moving money to another company so they will order chips for datacenters that aren’t built yet (and may never be built) is just bubble ponzi shenanigans.
Computer hardware depreciates in value very quickly. You don’t buy hardware today so you can install that hardware in a datacenter that won’t be online for another year.
Capitalists wet dream is to make more money without investing any new capital. Chip fabs are in a situation like that where they can make buttload more money without changing anything except charging more.
Nothing will change because the alternative is investing billions just to keep the price down. They’d rather pocket the billions now.
If you were a chip manufacturer and actually believed that there was a big future in AI, you’d be using those investment dollars to build some more chip fabs.
Major new semiconductor fabrication plant projects are expanding across the United States, led by a $16.8 billion SpaceX and Tesla “Terafab” project in Grimes County, Texas, massive expansions by TSMC in Arizona, and Samsung’s ongoing fab development in Taylor, Texas.
Computer hardware depreciates in value very quickly. You don’t buy hardware today so you can install that hardware in a datacenter that won’t be online for another year.
Hardly unusual for speculators to buy up a hot commodity the day of release and then resell it into an inflated secondary market a few days or weeks later.
SpaceX and Tesla “Terafab” project
Ah, so the only thing we know with confidence is that it’s definitely not happening.
TSMC was because of the Chips Act and it’s not DRAM.
TSCM’s Arizona plant was announced in May 2020.
And it has much more to do with defense industry senators brokering the deal than Biden’s presidency.
The Chips Act was in committee with bipartisan support before the election was decided. Senator Warner joined U.S. senator John Cornyn in introducing the $52 billion CHIPS for America Act was back in June of 2020.
Sure there’s plans, maybe even some ribbon cutting with some gold shovels to “break ground” or whatever. These are things you do when running a Big Store type of scam.
What did that Michigan politician say “we’re used to ignoring people and just doing it anyway” something along those lines…
Production is usually sold a year in advance. This includes orders from retail outlets.
My take is more of a:
1000 DCs were planned
200 are getting cancelled
800 are yet to be built, built, supplied with productsand of the 800 remaining DCs, some are buying the stock that is now free or the orders are rerouted by the ordering company to other locations that also need more hardware.
At least monitors are cheap now.
At least till they decide the AIs all need faces 🤣
Until we start sanctioning them, too
GG my fellow PC enthusiasts
it’s been like that for the past 6 years or so? I remember falling back to a laptop because of video card spike because mining, then I said right I postpone another year for the build and the chip shortage came along. Then SSD/hard drive Then RAM Next thing they’re pulling the rug off is going to be PSU and chassis and we’re cooked
Chinese to the rescue?
It will take ages for them to build capacity and they will probably be wary of growing too fast since demand and prices could drop quickly when the AI boom goes bust. Likely CXMT is already supplying a lot of the consumer market under the stickers. China will be the big winners in the long term. This will be a gift for them.
Don’t count on ages, though, just recently it was revealed they can build manufacturing buildings twice as fast compared to the West. But you are right, there are other factors in play, it’s not that simple. Still, more the merrier I guess.
Don’t worry all orders will be canceled when the bubble pops.
Replace some of the labor you would use to pay for RAM and put it into learning a lighter weight operating system.
Most roundabout “install Linux” I’ve seen yet.
No problem. So much enshittification on the web these days, don’t need so much RAM, I might sell some.
Nah you should have a backup.
but how…? just make more. its not even 2027 yet. ffs. this feels like a scam.
I can’t tell if you’re actually asking or if your question was rhetorical but I’ll go ahead and answer. This is over simplified but this is basically what is being reported:
The RAM companies know how much RAM each of their factories can make in a given hour, day, month, year, etc.
To keep math simple, let’s say the RAM company owns 1 factory. They can make 100 chips in that factory per year. In January 2026, Company A orders 50 chips, Company B orders 50 chips, Company C orders 50 chips, and Company D orders 50 chips. It’ll take 2 years to complete those orders. Maybe each company gets some chips every month for 2 years or maybe it’s first come first serve. Regardless, 2 years. The factories are at max capacity, they physically can’t make them faster.
The only way to make more chips is to build another factory which takes time. But what if you make a lot of money overcharging customers? What if you think AI might be a bubble and demand will go down? Speaking as a company, building a new factory might not be worth the investment.
I guess that I should use Klarna or the like to buy enough RDIMMs to let me use Qwen 3.8 122b, at the very least. The $606 I spent on buying 32gb of 5600 memory is looking like a bargain these days, and that was just a couple months ago.
Given that hoarding RAM for AI is the main culprit behind the shortage, you’re guaranteed to get pitchforks instead of compassion here.
Oh no, how will I get my flashing lights and data hoarding fix now!!??
Looks like I’m gonna keep on rocking my pre-Covid era computer without an upgrade for a few more years.
Yeah, same here honestly
Or maybe I should buy a refurbished gaming laptop
Luckily two and a half years ago I decided it was time for a new computer. I go more than a decade between new PCs so it was just really dumb luck that I got a new computer when I did. And the reason I can go so long between computers is because I always get way more RAM than I need when I get a new one.
So given the current state of things, it’s a little awkward to admit how much RAM is in my computer.
Praying it doesn’t malfunction
Keep it as long as possible, the new shit suuuucks, is built to break & riddled with adware.
Back in my day ;) we had to worry about keeping up with the newest tech because you needed it for the best games or whatever.
These days, my desktop from 2014 can run all of the new games that I want to play (yes, even the demanding ones) It has 32 gigs ram and a 1660 Ti. That’s really all I need, especially since most of the games I enjoy AREN’T new.
How is adware an issue? I haven’t had any of that with my Mint machine.
It’s baked into a ton of hardware updates these days. Trust me, in 5-10 years it’ll be a big deal if we don’t do something about it…like yesterday.
Also, OS doesn’t matter if it’s a bios update.
That’s…not how device firmware works.
You’re not going to get adware drivers on a Linux system unless you’re using stuff that’s supremely sketchy and also installing things you shouldn’t be. What you’re thinking of is 3rd party windows drivers.
Also, If your motherboard installs something through a bios update, that has nothing to do with your OS. It comes before.
That not how that shit is done.
The BIOS just take care of the basics, but Windows do have an API allowing the BIOS to ask for the installation of additional drivers. That process was abused (and continue to be) by multiple hardware vendors to install spywares or adwares.
Linux doesn’t have that API, and just ignore such requests.Please point out the bios deployed adware you are talking about, or I’ll have to assume you’re just talking from vibes.
Lenovo had spyware baked into the chips that would reinstall itself if it was removed from the OS. It was a big thing.
Although I believe that was just for Windows. But the functionality exists for them to do it to Linux if they decide to.
Android runs on Linux, wouldn’t you agree that Android is compromised?
It’s actually scary how wrong you are while being so confident. It’s not even just wrong but also so incredibly dumb. Doesn’t matter if you’re drunk or not, you’re clearly an ignorant fucking idiot.
I mean they said “unless you’re using stuff that’s supremely sketchy and also installing things you shouldn’t be”
Android depends on who gave it to you. If you install Linux from a parking lot flash drive it doesn’t mean the Linux project is compromised, it means you got pwned.
I’d make the same argument about installing pre-compromised pirated windows but…windows kinda just is malware now.
… Not really. And also no.
The Android kernel is a modified version of a Linux kernel, yes.
“Android is compromised” is a very, very silly statement.
There is zero adware in Android (AOSP). Unfortunately manufacturers tend to install Gooogle Play Services, which compromises the whole device.
is built to break
honestly, i kinda agree to this, the current gaafets and mbcfets designs are like fuses on a nano scale if it doesn’t have REALLY good power management. Unlike with finfets where the channels/source are still connected firmly on base to dissipate heat in case of a nasty power draw.
Give me startcraft or age of empires ii over most modern fames anyday
My steam deck has become my all in one. Sucks memory card prices have leaped the past year. But I got a couple terabytes, so I’ll be alright, just going to have to shuffle them around. But I’m cool with not having 240 hz 4k on Powerthirst settings. I got a back log anyways and a yard to get back into shape.
I got 3 6+ year old thinkpads that are all chugging along just fine. got them all for dirt cheap.
But as another person said keep that shit for as long as possible and learn how to properly maintain it. New stuff is absolutely horrible. I recently had an ASUS laptop that fried itself after 3 years. was getting really wonky 2 years in.
My beloved T440 fears only the oppression of “Zoom for Workplaces”
I have an Asus laptop and the touchpad stopped working tue first week. Piece of garbage.
Asus laptops are such trash. Same with Acer. I kept seeing people recommend them but every time I bought one it came with a major manufacturing defect or some important component failed almost immediately.
That happened to me three times and I had to return each laptop. So now when I buy a laptop, I only go for ThinkPads and MacBooks. And tbh it’ll only be macs going forward because Lenovo can’t be trusted.
Say what you will about apple but their hardware quality can’t be beaten and going forward there are people building Linux distros for them. So even when apple stops updating them you should have options.
Only thing that sucks is MacBooks are crazy expensive. So I buy them used/refurbed from good sellers on eBay. Haven’t had an issue yet.
they really are horrible laptops, especially the ROG ones. Those things on day one you turn it on are like “alright, time to start killing myself”. you can keep all the fans constantly clean, repaste them every few months, and they’ll still cook themselves alive. and the AC adapter will die on you faster than the laptop itself. I had to replace the AC adapter on mine 3 times in 2 years.
Friends don’t let friends buy Asus laptops.
This is wild to hear? What year(s) are we talking on these Asus laptops? Everything Asus I’ve bought has been rock solid, and I go out of my way to get their hardware. I haven’t really bought any new systems or components in about 5 years though…
Sold out with pinky promises, not with actual money, no.
If by “pinky promises” you mean contractually binding letters of intent, then yes. This is standard procedure in any manufacturing industry when dealing with orders of massive quantities, because it normally also requires investment from the manufacturer in equipment which they don’t make on non-binding "pinky promises).
its nvidia and AI creating a bubble on the belief they’ll be able to get profit and get out before it pops.
But all it is… is imaginary money going around in circles. nvidia invests a trillion in AI, AI buys a trillion dollars of nvidia videocards from some nebulous point in the future where they arent made yet, nvidia invests that trillion back into AI, AI uses it to buy ridiculous amounts of ram that wont be made for years, RAM invests it back into AI, and on and on they go, generating imaginary money and value, by buying imaginary things.
under a sane government this would be investigated as raw stock manipulation and fraud
I really hope when this bubble pops nvidia is destroyed in the process along with the AI companies.
It’s the same accounting trick as enron, but intercompany instead of internal.
Nvidia already made tons of profit off it. They’re the ones selling shovels.
nvidia is actually the only one that made profit
Then Nvida financed more shovels to the speculators in the hopes that enough of them will strike gold it will get paid back, but also created a shortage in the shovel market so the price of shovels is going through the roof.
