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The DRAM market is cyclical. I don’t think anyone truly knows when, but it will happen.

Fab capacity is being bought online; there’s just lead time.

Noticeably greater intelligence is being achieved at the same number of parameters (see: Qwen3.8).

I think the future will be bright, it might be a matter of time. And for tinkers, a used Epyc + DDR4 server can be great fun and epic value.

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I'm expecting it to somewhat collapse. I don't know if it'll go back to pre bubble prices (here's to hoping), but I do expect a pretty sharp decline around 2030... probably not before then.

Basically everyone that makes memory is building new fabs, meanwhile I'm not sure how much longer AI datacenter demand for ram will last. I think the decrease in AI ram demand and the new fabs will likely coincide leading to a collapse in pricing.

That is, of course, assuming the memory manufacturers don't pull their favorite trick and collude.

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If there's a decrease in AI ram demand, it will not be because the models get better. Models getting better will increase RAM demand, because it grows the part of the economy that models are useful for. Classic Jevon's Paradox.
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I'm expecting the drop for a couple of reasons.

For 1, AI datacenter builders have said that they have more equipment than they have places to put them. Leaving a ton of hardware shelved while you wait for datacenters to build out is bad business to say the least.

For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong, but I don't really foresee there to be a bunch of new exciting usages of AI that will ultimately justify the continued buildout.

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Re 2: Even if that was true penetration is still very low. If all companies start using AI at scale the demand will skyrocket.
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the better AI becomes the more non-programmers will be able to use it to build apps, and because they don't know how to program themselves they will use FAR more tokens than us to achieve the same thing. As long as AI is good enough for them to build whatever they desire there will be a lot of demand imo.
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I’ve been thinking about this question for months: with access to good LLMs and unlimited tokens, how many non developers will end up making software?

I’m sure some people will. But most people I know don’t think about software like that. They don’t know what use cases are, or ask themselves how their life could be simpler with different software. LLMs only make software if you prompt them. Most people don’t frame the problems they have in life as “I’m missing software to solve problem X”.

I think most people will never prompt LLMs to write software. Just like I don’t have a 3d printer, because I don’t think about how problems in my life could be solved with little plastic doodads.

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My analogy is: almost everyone can to go Home Depot and grab all the plumbing supplies they need to do a lot of jobs. And people do - Home Depot does great business.

But plumbers are still in very high demand, and charge really high prices for what is in many cases really simple stuff.

For a lot of folks, the idea just never enters their mind that they can solve simple problems themselves. Most people don’t want to spend the time, undertake the learning, have the possibility of doing it wrong, risk their property, insurance/code issues, etc. And this is an absolutely reasonable position to take! We can’t all be specialists at all things.

All that to say: people will long think that software is something that is made by someone of a special role. Even long after that’s not necessary anymore. That’s not great job security, but it’s what I’m going with for now!

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I've met at least one person that has gone pretty far on a somewhat complicated project who has literally zero programming experience. he did it for fun.

I also know someone that thought about making a SaaS for his specific niche he works in, he asked me if I ever used Claude then told me his project.

Yes, most people will never do it because they're not the type of people that are self-motivated and courageous enough to dive into something with confidence to see how it goes.

But probably, as more people build stuff and it makes headlines that X person built Y service and is making Z$$ per month and he can't even write a hello world to save his life, a lot more people will try it out.

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> X person built Y service and is making Z$$

If person X didn’t contribute anything but a prompt, he probably wont be able to charge much.

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> Yes, most people will never do it because they're not the type of people that are self-motivated and courageous enough to dive into something with confidence to see how it goes

Or they’re just not interested. Just look around to see how many things that people are doing that you have no interest into. That’s the same disinterest people have towards programming and sys admin.

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> For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong

Unless some other breakthrough in AI happens, like applying AI to some other large market.

Overall i think that AI is here to stay, if anything it will become more common.

Maybe in ten years we’ll all have some 256gb ai machine at home, like we most (all?) of us have AC.

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I think LLMs will start being etched into custom chips. There’s already some companies experimenting with it. The benefits are enormous - you get better performance, lower memory usage and no need to load a model in ram. Companies would be able to sell local LLMs while keeping their models proprietary.

If that happens, hopefully the ram price comes back to earth.

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I’d love to buy a tiny swappable coprocessor that slots in next to my cpu and can take this stuff on. Swap it out every 8 months as you can benefit from something better. Hell, sign me up for a subscription!
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Yes, but a right now a lot of the RAM buy is for demand that doesnt exist yet. Big tech is projecting AI demand and making sure they have enough compute to fulfill that, so AI demand would have to increase even more than they expect, otherwise theyll build their datacenters and then slow down the amount they buy.
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I'm going with 2029 just so that it can be exactly 100 years from the Great depression. ;)
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100%. We're probably on the cusp of over-capacity, a glut, cheap RAM, bankruptcies, and shortages.
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The memory companies report that they're sold out through 2027... so it might be a while
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That's only if the AI companies continue their build outs.

How many people actually use fable over opus? How far are we up the diminishing returns curve, and will their customers even care?

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The stock market crash caused by AI companies halting their planned build outs may in practice cause RAM to remain unaffordable.
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How does a stock market crash increase RAM prices (when RAM demand goes down)?

Or would it affect people's purchasing power. I guess to some extent it does for people with significant investments in the stock market, but that's not a huge percentage of the people wanting to buy RAM or devices with RAM

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The second and third and fourth-order exposure to AI spending is maybe bigger than you think. The blast radius if it pops could be quite large. Patrick Boyle had an interesting video discussing this recently https://www.youtube.com/watch?v=wTiYaWFP59Q
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I don’t think the effects on the hardware market of open weight models triumphing has been reflected upon enough. It’s not clear that it will be less impactful if every enterprise decides to build for predominantly on-premise inference. In fact, before the question is ultimately decided, we’re probably heading towards a few years where hobbyists, enterprises and ‘hyper scalers’ are all competing for certain parts in common. Ram booked through 2027 sounds about right.
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Companies are avoid risks, and at this stage, sometimes, I feel that all cloud providers are just buying RAM that they would have bought anyway. Now it's ensure that no company will be willing to pay x digits just for cards. One of my clients is stuck in "we are doing things on premise but we are too cheap to spend a few 100k in cards but we don't want to go on clouds.
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Last thing i heard was that large companies are starting to seriously spend on ai infrastructure (think nvidia clusters rather than tokens from openai or anthropic) to fine-tune and run custom models.

This might become the driver for memory and chips demand in the near future.

But i don’t know, of course, we’ll i guess.

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Fable would have a much bigger userbase if Anthropic didn’t remove a zero data retention option because muh safeguards
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Or if it didn’t constantly kick people off fable. It won’t talk to me about gardening or computing.

It will happily walk me through all the legal and illegal ways to systematically kill rodents.

At least it is on-brand for something used by militaries that want to target civilians, I guess.

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Or, they're price fixing, as they have many times before, and are currently being sued for [2].

[1] https://en.wikipedia.org/wiki/DRAM_industry_price_fixing

[2] https://moginlawllp.com/dram-antitrust-suit-ai-memory-supply...

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I for one can't wait. Current prices are absolutely insane.

However a problem exists with scalper bots. They're going to fight tooth and nail to keep prices artificially high even when supply increases. Same with the hyperscalers blowing "free money" at eating supply as a strategic position against smaller competitors.

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Scalper bots need customers to sell to; their business model falls apart in the face of sufficient supply.
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That sufficient supply is maybe on the distant horizon. In the meantime everyone is being fleeced because the scalpers have the only supply available. Even if there's a supply glut tomorrow the scalpers have the infrastructure in place to buy out retail channels keeping prices high.
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Looks like I'll be sporting my 5800X3D + DDR4 + 9070 XT gaming box for a little while. Too bad the CPU's ST is slower than my MB Air m4.
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I built a new PC about two years ago, and I probably got it at the last possible opportunity for a while. CPU and motherboard have come down by maybe £100 in between the two of them, but a 7900 xtx (or any other 24GB GPU) for under £1,000 now seems like a bargain, and £180 for 64GB of DDR5 makes me feel like an old man talking about the halcyon days.
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I built my current PC the day that the AM5 platform released, for about $6k not including the 3090 I moved over from the previous rig.

If I sold just the two sticks of RAM in it right now, it’d pay for nearly half of the total cost.

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I bought a motherboard from Newegg in late 2024. It came with 16GB of RAM as a free "gift". The same RAM goes for $534 on Newegg today. It was $437 in January. Prices are still creeping up for this "throwaway" memory.

I still have it, but never installed it because I only use ECC memory in my desktops. I'm saving it for a future Desktop in case memory prices never fall again.

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Welcome to the club. If you're _really_ competitive in cs2, I'd swap out to a 9800x3d setup, but it's still a maybe. Very little reason to upgrade right now other than to run LLMs.
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It will never make sense to me to run Llms locally unless I had 50k. I don't even think that would compete with price perf of a remote llm and getting business done. And that's completely ignoring that sol/fable level is not local
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Yeah, instead I have unsubbed from WoW this week. The atrocious state of the game's code and scripting is unbearable.
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Absolutely, I am in a hold pattern for the next few years. I suspect in another 3-4 years you will be able to build an absolutely stacked machine at a reasonable price. Probably won't go back to what was before but it will be decent.
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If it will happen in 100 years it will practically never happen (for us). Even 25 years would be a lot, it's half of a career.

Could you provide more details about the Epyc + DDR4 server?

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Cycles tend to be 5-10 years long not 25. Without knowing anything else I would expect a fab you seriously start planning today will be at full capacity in about 5 years. Nobody serious likes delays - in particular the banks don't like loaning money that won't at least start paying off. They know it takes some time to design a building - but factories typically are standard buildings so once you know about the size you can get it done fast - I expect 1 year to have the building done is the worst case (and it can be done in 3 months possibly if your project management is good - after interest this is cheaper than the 1 year). It takes time to build and install the specialized machines that go inside - this is the largest problem, but you typically order them first and then plan the building around the needed space and when they will arrive. Then you need 6 months to setup the inside of the building. From there it is just ramp up time.

The above is a standard project management problem. We do this for lots of industry all the time. There is every reason to think you can get a new factory running in 5 years.

Note that I said 1 factory above. Some of the special machines we don't have the ability to make them fast enough to do 2 (I don't know the real number!) new factories in 5 years. Existing factories are using most of the special machine capacity to replace machines that wore out on the way - this can be corrected as well, but it adds another year and the expenses are much larger. Realistically though 1 new factory is likely enough.

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If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money. There is infinite demand for Intelligence and that translates directly to chips.
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Sounds like you are telling us it’s a new paradigm?

https://transportgeography.org/contents/chapter3/transportat...

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"If you don't understand that the AI driven memory boom has totally broken the cycle you are going to lose a lot of money."
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Fortunately there's a near infinite demand for boosterism too.
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> The DRAM market is cyclical.

...

> I don’t think anyone truly knows when, but it will happen.

Do you know what cyclical means ... ?

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An additional £1,000 for a 2TB drive is crazy though, rapidly takes the new Mac mini from a good price to a nuts price
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I happily booted and ran an Intel Mac mini using a 4TB drive in a Thunderbolt 3 enclosure, and I do the same for an M4 Max Mac Studio using an 8TB drive in a USB4v2 enclosure (OWC Express 1M2 80G).

You'll just have to be careful to match the enclosure to the ports on the system. The base-model M6 Mac mini still uses Thunderbolt 4, so a USB4v2 enclosure would be wasted.

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Funnily enough I do the same with my Intel iMac... I have a 2TB Thunderbolt 3 Glyph drive as my primary and boot drive and it works a dream... if I got one of these new Mac minis without upgrading the drive, presumably I could just plug this straight into it and apple will do its magical migration thing?
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Considering hard drives were $10k / GB in the Mac SE/30 days, that feels like a bargain too.
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Sure, yes, compared to the prices of storage 35 years ago, it's a bargain.

Compared to the prices of storage today, when people are presumably buying the product, it's actually a bad price.

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Sure, but this thread started with somebody pointing out that these computer prices are in line with Mac SE/30 prices. I'm just carrying that over to cover storage and it's even more amazing how much we get for so little money.
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But software also fit in 640kB instead of 640GB.
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It still can, but until very recently the motivation for keeping software small wasn't there. I'm still hoping the tide is coming in.
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On the higher end upgrade we're more like back to roughly SGI prices.
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Yes. I commented elsewhere that it's only twice as expensive as my first mac which has 128kb.
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You should compare with competition, not what was decades ago.

E.g how is the perf/$ vs Wildcat lake

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There is nothing special about making a computer that's unaffordable, irrespective of whether it's 2026 or 1989. If anything, it just shows how little they're trying.
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Sigh..

Is there anything better now though?

All I see from AI, is an amplification of the enshittification of the internet.

And people being even more alone.

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Sure, when you look a little wider, since 2000 we have seen the following major improvements:

- Extreme poverty has dropped from 30% to under 10% globally. - Child mortality rates have dropped in half - Internet access has exploded from 10% to 70% - Solar energy costs have dropped 90% - Cancer death rates have declined by 30%

All of these massive improvements in less than 30 years.

While there certainly are issues to solve, and if you simply follow journalism you may think the world is worse off, but for many, their lives have been significantly improved.

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On that note, I'd like to share Fix the News: https://substack.fixthenews.com/

It's a Substack that reports good things happening around the world, divided into sections like "Conservation and Restoration," "Climate and Energy," "Medicine," etc. And they also give part of their profits directly to projects in those categories.

(I'm not affiliated with them, I'm just a subscriber.)

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Thanks for sharing this sentiment and including data. So few people seem aware of the wonderful progress humanity keeps making. Makes me worry that the progress will stall or even reverse because people don't even know it's happening.
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I think a lot of it is because the majority of improvements are not seen by those who already comparatively have so much. AIDs used to be a death sentence, and now it's a manageable disease, and there is a lot of work going on to vaccinate against it. These are massive things that I think a lot of people ignore. It's always easier to see when things are on fire rather than to celebrate the victories along the way.
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Is that AI / compute driven?
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In part, sure. From drug discovery to crop yields to education, compute and AI have material benefits. It's kind of shocking that anyone could doubt this.

Evidence:

* https://arxiv.org/abs/2402.09809

* https://phys.org/news/2016-12-mobile-money-access-percent-ke...

* https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3893351

This being HN, I hasten to add they also have massive downsides, we're all doomed, nobody programs the right way anymore, those poor people just think compute & AI are improving their lives, etc, etc.

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Absolutely computer driven. It's hard to say the impact of AI, let's give it the same 25 years of computer advancements.
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AI in the sense of LLMs is too new to really make an impact yet. But it is compute driven. Modern science and engineering would be impossible as we do it now without high-end compute.
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These improvements are showing that we're producing plenty so that the cost is driven down and distributed to wider and wider portions of humanity.

But my personal observations of AI is that it's producing more and more of the same stuff and not moving the front forward much. The human innovation and invention seems to be lost.

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That's not quite the case. Effort and focus by amazing groups, governments and individuals are the reasons for improvements, not just that producing more or costs being driven downwards.

Innovation with AI is happening as well, but it obviously will need more time. It's already being used to diagnose tumors and disease earlier in the process, which will improve outcomes for patients, but obviously it's going to take time to see the results of those efforts.

I think of AI (especially self hosted) as the most helpful computer assistant that can do things I otherwise wouldn't dedicate time to do. I have a massive media library that is a mess of naming conventions and want to clean it up. Writing specific scripts and processes for doing that is possible, but I don't want to invest the time. Or I can ask the local Qwen model to go through and do it for me with a single prompt, "Please rename these files in each folder following this specific format, and when needed access this local service to look up the additional information needed" and then extend that to when I dump new media in, it's automatically organized and renamed. Works pretty darn well and I spent a whopping 5 minutes getting it going, rather than the hours of writing scripts and doing it by hand.

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Just like the computer revolution, it will make a small number of people richer and put everyone else at their mercy. In real terms the average person is far poorer than in the 20th century. Used to be able to buy a home and support a family on a single income. Now it can take two just to survive.
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I wonder if doubling the workforce had anything to do with that..
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You're right, probably nothing to do with moving all manufacturing out of the country or Reagan's union busting.
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In real terms, the median human globally today is vastly richer than at any point during the twentieth century.

And the median American is also richer in real terms, both in terms of wealth and in terms of income.

Of course, that all assumes that you use a reasonable measure of inflation that’s stable, well-designed, and applied methodically and consistently over many decades.

Alternatively, you can cherry pick data points and go based on vibes, which lets claim whatever you want!

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Well, there is more renewable energy than ever before powering the world. It's all being built and added to the grid faster and faster each year.

That's one big plus.

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Then you’re either spending time in the wrong parts of the internet or doing things that don't fulfill you.

These times are exciting and rough seas make good sailors. Find your path forward.

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What is exciting about getting pablum spoonfed by a data center owned by trillionaires?

I'd rather go to the library and read a book.

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Why in the world are you choosing to live that way?

I'm writing the best music of my life, realizing games and art projects I never had time for, and writing higher quality software in addition to dramatically more of it. Who has time for pablum?

How exactly are you using these tools that you have that experience?

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You are actually not doing much of that.

You have become a spectator.

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Your legs broke? Go do that
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What does it have to do with legs? This site has turned a mental hospital with AI patients.
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It's an expression. "You're legs broke?" here means "What's stopping you from going to the library and reading a book?"
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It's a grovel-for-investor-dollars site that we've long pretended is for serious technical discussion. Comments should always be filtered through that lens.
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You can do both. I still find time to read a couple books a month.

You have agency and can choose your own adventures. If you don't like something, don't do it.

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Who is stopping you?
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False dichotomies make for terrible conversation.

"Find your path forward!" he shouted with glee, as he ran toward the cliff.

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So do platitudes.
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Yo... the Se/30 was worth it. dual floppies was so lame
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when was the turing test beaten?
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1966

https://en.wikipedia.org/wiki/ELIZA_effect

It turns out the limiting factor isn't how sophisticated algorithms are, it's how gullible humans are.

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What does that have to do with the Turing Test? The TT has clear rules: There are judges that have a dialogue with anonymized AI/humans. The humans cannot cheat and impersonate a machine, they have to act normally. The AI obviously should try to sound human.

No AI would pass this test with experienced judges.

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Colloquially the Turing test is just a stand in for "can a human mistake a computer for a person." No need to overcomplicate it.
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The test doesn't say that the judge has to be experienced. But I also don't care if some random gullible person can't tell the difference. Nothing passes the Turing Test for me yet.

Edit: Also doesn't say anything about who the human test subject is

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Of course, and I'm sure OP wouldn't disagree with you, it was clearly a joke for emphasis. Some people round here need to clean and calibrate their humour detectors more often.
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I wasn't responding to OP. I get the emphasis, the M6 Mac is very powerful.
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How can you be certain you haven’t failed a Turing test?
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I've never done a test. That means 1. you know it's a test 2. you get like 5 back-and-forths or 5 minutes 3. you have a human subject to compare to. But pretty sure I'd pass anyway, as the judge or subject.
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You think current frontier models couldn't pass for a human on an online chat? You and I have very different perceptions of reality.
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I think that if you have a long enough chat, yeah, I think you can figure out who's meat. The original rules for the TT specified a short interaction, but I can probably accelerate it by pasting in large code snippets to force early compactions.
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Humans are famously good at reading large code snippets.
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Sounds like something we could settle right here and now.
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Ha ha! Fool! You've been talking to an LLM all this time! Your wife is actually Haiku 4.5.
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Huh, should've known it was odd for my wife to always say I'm right (as the boomers would say)
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You’ve moved the goalposts.

You can always say “oh well these judges don’t have the experience to catch this type of AI.

The fact that you have to insert this qualifier, to ensure you always have a way to discredit the test, pretty much shows to me that we’re beyond it.

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One needs to be a little more sophisticated about it. Ray Kurzweil, for example, set fairly clear rules for his interpretation of the test in his 2001 wager:

https://www.writingsbyraykurzweil.com/a-wager-on-the-turing-...

Those rules are fairly reasonable, at least as a start.

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I think of this and the book the author wrote Computer Power and Human Reason every time I try to talk to product about the short comings of LLMs
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It was always a bad test, despite the greatness of Turing. The human organism is built to 'project' humanity onto anything available; apart from this none of the peculiar phenomena of the so-called 'modern human' is even intelligible, even the possibility of science. I bring all that is in me onto you as soon as you seem to be saying something, and reciprocally. We do this at the drop of a hat, and all specifically human life depends on it. But this power shows its 'gullibility' with 'gods' as also with Eliza. I am not snide about it because it is overreach by something the significance of which is overwhelming , but one is indeed amazed by the failure to reflect on the part of the ones eg giving LLMs rights - to take extreme case of a very widespread cultus - as if /they/ were the rational party, not ancients placating the storm god.
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Yeah...but in context, "gullible" seem a bit pejorative. Humans are also hopelessly incapable of sensing radioactivity, methanol in their alcoholic drinks, carbon monoxide, and a great many other things that our ancestors just didn't encounter much.

Though we're pretty good at sizing up a person's emotional balance/maturity and competence at familiar tasks. So maybe have an old blacksmith watch the AI/robot interact with horse owners for a while, then shoe their horses, and see how well it does.

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The EU just had to pass a law to force companies to disclose if a customer service agent is AI or Human. It is beaten.

https://commission.europa.eu/news-and-media/news/safer-and-m...

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Nobody thinks customer service agents are real, realistic or useful. EU just passes laws.
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Also the endless online debates of ‘is this post made by ai? What about those images, that video or that music?’.
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Nowadays, I prefer AI CS agents to humans. I just had a chat with an AI yesterday, it understood me perfectly even when I made mistakes, I was impressed.

In contrast, humans tend to paste me the same barely-relevant macro over and over, no matter how much time I spend explaining my issue.

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Yeah, at least LLMs read everything you write (for now). Human first level support agents are incredibly frustrating if you have to explain anything with more than one logical step.
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Customer service is very different. Crappiest audio quality possible & scripted answers all the way down. Almost like humans are forced to behave like machines.
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According to Psychology today, April this year by GPT 4.5

https://www.psychologytoday.com/ca/blog/the-digital-self/202...

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April last year
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The Turing test is more complex than what gets suggested.

And the "popularized" version is faulty also since it uses an ideal, abstract human judge (like the "spheroidal economic agent").

But if you want to add declinations to the said popularized image of the Turing test, you may add Maxim Lott's IQ tests at trackingai.org . Between the end of 2024 and the beginning of 2025 LLMs reached an equivalent IQ of 100, for example.

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I think it was determined that the Turing test is too easy because humans are too easily fooled.
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Yes, which is exactly and entirely the point of the whole paper. Somehow missed still -- despite how important AI has become, shockingly few people actually read the short, layperson-accessible paper that started the whole field.

I kinda have to link it now, so uhh here's a random PDF: https://www.hec.edu/sites/default/files/documents/Computing%...

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~1960

ELIZA beat the Turing test and then everyone forgot about it. Humans are just really terrible at recognising robots.

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Or can we reframe it: when did humans start losing the (so-called) "Turing test".

I think there are elements showing lowering of performance and expectation.

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It depends who takes the test. I am not yet, to my knowledge, fooled by AI.

I've tried [1] and I almost 100% detect which is the AI. I really want to convince myself I have failed, does anyone know of a better site/resource for this?

I know it might be moving goalposts but I would consider AI to have passed in a well and truly undisputed manner when [2] is resolved.

But in a more practical sense, if AI can impersonate humans so well today then why are state of the art frontier models so obviously AI when they create PRs, commit messages, documentation, etc. Are the companies deliberately making them unnatural?

[1] https://turingtest.live/

[2] https://www.metaculus.com/questions/11861/date-when-ai-passe...

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tried turingtest.live, gave each side the same question (programming-related), immediately recognized the LLMisms on side A, boom side B is the human.
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we might need to bring back the Voight-Kampff test. anthropic at the very least is introducing a water making system to Claude which might make them more identifiable to humans as well as much easier to detect for machines.
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“advanced LLMs like GPT-4”
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> "advanced LLMs like GPT-4"

Not sure where you're quoting from but if it's the metaculus question comments, many of them are from 2023. The consensus is it will resolve in 2029. I believe it will not resolve before 2035.

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From the home page of turingtest.live.
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Yeah. That's why I asked if there was something better
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2050 I'm guessing
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are you living under a rock?
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> something that can beat a turing test w/o sweating

Ok I'll be that guy. It's pretty easy to figure out if you're talking to an LLM now we know it's tics, failure modes, jailbreak techniques etc

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