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The RAM vendors have formed cartels previously and been convicted, so although demand is exceeding supply it is not that crazy to at least consider.

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by kristopolous1 days ago|

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The AI boom started in 2022. Prices rose THREE years later after 2025 sanction and tariff style legislation to protect the market during a price hike.

I got a 4090 in 2023 for 1600, a 5090 in 2025 for 2000 with 256 DDR5 for about $1,000 ... and then, after some protectionist legislation passed, these prices quickly shot to the moon.

Connect the dots.

by Analemma_1 days ago|

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Man I think you're just spewing word salad and a lot of what you've written is either wrong or not even wrong. The AI hype really got started in 2022, but hype on social media doesn't mean anything for RAM prices, only real buildouts do that. They rose pretty steadily until OpenAI revealed their shenanigans re: locking up a ton of supply from two different vendors with secret contracts, and that's when the takeoff really started. This is definitely scummy behavior from OpenAI (big surprise), and I actually think they arguably should see an antitrust investigation for that (not that that will ever happen), but OpenAI is a buyer; that's not the same thing as the vendors forming a cartel.

You can't say "connect the dots" at the end of a raving, mostly-incorrect post and act like you've made an ironclad argument.

by kristopolous21 hours ago|

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There's nothing raving about it. I was trying to communicate that I've got all the hardware I want. I'm still pissed these companies are ripping people off.

It was supposed to be over by now and then they said 2027, then it's 2028, and now I hear "oh it's going to continue to rise the rest of the decade".

I'm likely going to be flying into Shenzhen to put my next computer together. The one I put together in 2025 would have cost me about $25,000 right now. I paid under $5,000.

I can round trip to China for $750. So once they ramp up production that's the strategy.

Other countries already do this. Apple and Google aren't in every country and those people buy new electronics when they travel.

The USA is soon to be on that list

You aren't engaging in good faith and there's no reason to continue with you.

by hn_acc11 days ago|

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I mean, just because OpenAI started it doesn't mean the vendors didn't form a cartel afterwards (or conspire together) to ensure maximum profits in a "crazy high demand" situation..