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A Mac Studio is a much better buy in terms of memory bandwidth, but impossible to buy in a 128 GB configuration. Honestly there aren’t great options right now and it’s probably better to wait for the market to be less insane.
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I looked for one and it's impossible to find, let alone at a reasonable price + it does suffer from being harder to train/use less common models and workflows (e.g. arbitrary comfyui ones). Spark at least doesnt have that drawback, while AMD has both drawbacks.

Waiting for the market to be less insane is somewhat akin to waiting for the s&p500 to drop a decent amount so you can buy in.

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No, equities naturally trend up with economic growth. RAM is up because of a supply shock, as new capacity comes on prices will drop, it’s a commodity.
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Yes, in the very long term, but in the medium term where the listed capacities even matter we are not close to that. Really, the cost per gb of vram on flagships hasnt went down since 1080ti and thats not accouting for the recent increases which will likely last for years.
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> Waiting for the market to be less insane is somewhat akin to waiting for the s&p500 to drop a decent amount so you can buy in.

lol this is so wrong it's funny - equities go up in price, commodity goods go down in price. the two markets are literally diametrically opposed.

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I'd have a better portfolio right now if I invested in RAM instead of equities.
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RAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way.

So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.

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>but you cannot really hold a "portfolio" of it in any sensible way.

xAI effectively did and lucked out to cover their losses and more with it.

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Apple rumor mill is suggesting that we may see M5 Mac Studio announced in September at that event. Apple just increased their pricing across the board, so I'm not holding my breath that they will be reasonably priced. They also cancelled development of their M6 in favor of the future M7 which I suspect will be a major, AI-focused upgrade compared to the M4->M5 upgrade
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Yeah, folks should be aware that if you're filling up the memory on a Strix Halo for an inference workload, you're going to be getting uncomfortably slow token rates. Like, DS4 (a 1-bit quantization of DeepSeek V4 Flash) runs at something like 9-13 tokens/second, with a loooong time to first token. It is not a realistic interactive coding model for agentic use.

I like my Strix Halo and keep it chewing on stuff, mostly non-interactive workloads (security audits of software mostly, training experiments, etc.), I get a lot of use out of it. If you want to experiment with AI, it is a good platform for that, though at $4k you can get an Nvidia-based Asus Ascend GX10, which is probably better. But, if you want a local model for interactive agentic use, you're going to be running either Qwen 3.6 or Gemma 4, which will fit comfortably on 2x64GB GPUs (even old GPUs will run them faster than the Strix Halo...I have dual Radeon Pro V620s which are faster, and they're six years old), or snugly on 32GB. A 48GB or 64GB Mac would run them well. Two Radeon AI Pro R9700 GPUs is probably the sweet spot, right now for GPUs. Not the cost of a good used car, like a 5090 or 4090, but plenty of memory and performance for local inference. Also, not finicky and weird and needing custom 3D printed fan shrouds like the old server GPUs on eBay.

At the moment, there just isn't a model that works better on a 128GB inference machine like this that don't also work fine on 64GB machines, which may be faster (very few 32GB GPUs will be slower, though I wouldn't recommend buying any GPU that isn't currently actively supported by the vendor drivers and CUDA or ROCm...so probably don't buy an MI50 or V100 or whatever).

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To be clear though that's GB/s. Which is 2 terabits/sec
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And 4000 USD is over 1.2 million Hungarian forints.
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yea but 4000 USD dont get confused for Hungarian forints just because one says 4000 usd instead.
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