Saturniidae
27812
819
8
It's me. RIP to me.
Dec 18, 2025 5:58 PM
Saturniidae
27812
819
8
It's me. RIP to me.
slightlybrokenegg
People laughed when I got 64 gigs of ram but I am set for atleast the next 5 years lol
SquashDemon
It's called Futures Trading and it's fucking bullshit.
TheGlow
I was debating to upgrade to AM5 a couple months ago. I guess not.
Evi1Gav
It's not that the profits don't happen, it's that the profits can't happen. An AI data centre built today, around current generation chips, will be massively obsolete in around 4 years - 2 generations on and the performance factor of new chips will be high enough to make the old place useless. There is no way for these facilities to make the 10 or 11 figure sums of money it cost to build them, before they are obsolete.
Guvk
Sounds like don’t buy things you can’t afford with money you don’t have to impress people you don’t like.
Geveg
When the demand for all this finally plummets from the bubble popping, is everyone just gonna have afield day buying parts for cheap?
Onebigcanuck
I decided to build my first PC when the GPU shortage hit. I started with buying RAM then the GPU prices skyrocketed. I was finally able to eventually buy a pre-built that served me well until I started running into processing issues this year. Needed more memory and the sticks I bought were compatible. Installed it just in time to see RAM skyrocket again.
Skawomplious
Two years ago, I spent $145 USD on 64 gig of Crucial DDR4 for my laptop. I only needed 16, but I figured what the heck.
That's about $400 of memory today.
MagicChickens
So glad I bought a 9060xt 16gb a while back to go with the 64gb of rm I already have
sadurdaynight
There's a new type of high density memory, so data centers see it as a real upgrade from what they have. Problem is there's only so much manufacturing of it to meet demand. So its getting priced to push the consumer market out of the running.
sadurdaynight
Google High Bandwidth Memory. That's what has the data centers in a,tizzy
murderdactyl
Ha my right aint shit as it is! Adding ram ain't gonna fix my issues
cosmicspacedog
Yknow, now I don’t feel so bad about having 128 gigs of RAM. I’m actually very ignorant as to what’s going on with all this RAM talk lately, I assume AI is doing more enshittification upon the world?
TunnelRat13
Essentially a bunch of AI development companies have "spoken for" the entire supply of RAM from the major RAM makers for the upcoming 2026 manufacturing cycle. Spoken for may or may not mean there are any actual signed contracts for any of it, because if anyone knows this whole damned thing is a giant bubble built on fragile bullshit, it'd be the AI devs.
Morganelefay
Exactly. Various companies among which Nvidia have basically said "Yno what? Fuck consumer RAM, we're going all-in on supplying AI bullshit."
FeedThoseKitties
That's about 99% of what AI does.
StormBurnX
I feel like harvesting some ram from my current gaming PC to sell is the 2025 version of selling my organs
martineb72
They are saying this bubble will burst by this summer. Just don't buy any memory for 6 months, since it will back to reasonable by then.
AncientMorgoth
Analysts forecast that the shortage will last till 2028 https://www.techpowerup.com/344063/sk-hynix-forecasts-tight-memory-supply-lasting-through-2028
GrenithTheSkald
So here is my theory. The A.I. bubble will never truly pop due to diminishing returns. All these major companies and billionaires 'want' A.I. to succeed and will keep dumping money in it forever. So A.I. is kinda here to stay.
BUT! What will pop the bubble, is whoever figures out a way to make it efficient. If someone can find a way to make it consume much less energy and hardware to operate, the entire industry will implode as these investments in 'hardware' become worthless.
GrenithTheSkald
Because if someone comes along and goes, "Yeah, our A.I. doesn't need a entire data-center and dedicated factories providing us with RAM to operate." Those markets will plummet overnight, and THAT will hurt these billionaires and tech companies. Because all their money and investments are tied to the physical costs of A.I., not the A.I. itself.
So if someone makes A.I. cost less (or almost nothing) to actually run, you'd see the bubble not only burst, but go off like a fucking nuke.
eadanke
If the history of electric cars are any indicator, you'd see your innovation pushed back on by legislation intended to preserve the old tech
GrenithTheSkald
That's why it will likely come from China or another country who would directly benefit from having cheap A.I. and simultaneously crashing the entire market for all the North American companies who are balls-deep invested in it.
Just look at the entertainment industry alone, China is starting to make some of the highest grossing films and games in the world now, and that's cause their government co-funds it purely on the expectation of "Let's be the best!" #1 grossing film this year is Chinese.
DdCno1
Most of these films and games are getting a vast majority of their sales in China. Since it's such a large market, it distorts just how much global impact they have.
Illithidbane
I built my rig last year December. I waited just for the GPU. Then 50 series sucked. But now? Suck at MSRP is looking the best. I pulled the trigger on a 5070Ti.
Whatdoyousaytoanicecupoftea
TUUUUUUUULLLLLLLIIIIIIIPPPPPSSSSSSS
Evenmoreuselessname
NZSheeps
For today's 10,000 https://en.wikipedia.org/wiki/Tulip_mania
WhoIsFlabbergasted
https://media4.giphy.com/media/v1.Y2lkPWE1NzM3M2U1dzM3ajIzMzM2cGpmOGZ0amFtN3Q3aHNramJ1dnlvc3I5b2tmNG9tdSZlcD12MV9naWZzX3NlYXJjaCZjdD1n/i21tixUQEE7TEqwmYa/200w.webp
Nim449
yep
DontStressBeAny1
This crash will be a computer upgrade dream. All sorts of unused memory cards and video cards going on sale because an ai company went belly up.
rv80004
Server format GPUs typically don’t have video outputs and most server memory dimms are ECC modules which are incompatible with most consumer boards, sooooooo…. No.
ToasterDent
China gonna desolder the chipsets and make desktop motherboards that can use ECC with all that surplus!
DdCno1
Not a realistic option. This nonsense will have nonexistent support and terrible drivers, just like other weird China boards.
Nim449
This is the same as the junk mortgage bubble of 2008. AI stock prices aren't tied to value but to gullibility and the knock-on effect of speculators exploiting it. You'd think they'd learn after the 17th bubble, but if that was true we wouldn't be here.
Saturniidae
Except most of us had zero idea that junk mortgages were about to go belly-up except the highest of the higher ups.
That's what's so weird about this bubble. Everyone knows it's about to happen.... Except the higher ups, who are proceeding forward as if everything's peachy, drawing up plans for AI datacenters that there's absolutely no demand for because almost no one wants to pay for this crap.
ToasterDent
I'd say it's worse, as the houses were useful after the crash, while I dunno what we're gonna do with a trillion dollars of AI-specific hardware
Nim449
Discount gaming PCs? /s
ToasterDent
I hope so!
alcamar
Just going my machine survived until the bubble pops at this point
EverNotRelevant
*glad?
alcamar
Hoping, thanks
ToasterDent
for those confused: ̶g̶o̶i̶n̶g̶ -> hoping, ̶s̶u̶r̶v̶i̶v̶e̶d̶ -> survives
UnicornRaline
Glad I got 64GB GDDR5 back when I did last year.
ImYourWifesBoyfriend
I’m just gonna hold tight with my 3080 and 32gb for the crash that will come and that’s when I will build my new pc.
SebastianCrab
Are... Are you me? Seriously was thinking this exact thing.
SilverFoxChaser
Same. Thinking my 3080 is going to be a 10+ year card at this point.
Stabmatic
Two 3090's and 64gb of ram...yeaaah I think I'm good for the long haul. Especially since I'm on Linux, games run buttery smooth =w=
thatwoodguy
Still got mine set aside 2 32 gig strips and a 22 TB hard drive and a 9950 3D. Not sure what happened I kind of just lost interest in building it
EverNotRelevant
Wouldn't it be HILARIOUS if the prices dropped suddenly because the supply rose after a bunch of raids on days centers successfully returned RAM and hard drives to the market? Because I think that would be hilarious
rbudrick
Data centers have some pretty crazy access restrictions. They are like prisons.
eadanke
IKnowWhatsInPandorasBox
Sounds like a Robin Hood situation I can get behind
TheBigBadBonerBiter
IIRC the issue is they're different types of RAM. Like they use the same base components in manufacturing but Robin Hood'ing a bunch of industrial server grade sticks back to your local Microcenter won't suddenly make consumer/gaming RAM cheap again.
EverNotRelevant
So you're saying it'll need a patch
RainierAlt
I put ECC sticks in my NAS, so like I dunno, _some_ people would benefit. 😄
MusicPenguin
That is not a bubble, is going to be a tsunami. Right now the tide is sucking all the water from the beach, and only a few are running for the hills.
swedeonamoose
Prolly also gonna see a lot of wind farm owners lobby for more data centers as well, currently at least in Sweden wind power is starting to be seen by the companies as a poor investment.
amundost
Most people in Norway with a brain said wind was a bad. Then politicians went ahead and planned the biggest wind farm in Europe. We used to have basically free electricity most of the year. Then they started exporting to the UK and Germany.the government made billions.
blaghart
Weird its almost like all the people who said "go nuclear, only use wind and solar as supplemental power" were right...
swedeonamoose
Hell we could prolly get around a lot of the bother by just upgrading all our hydro generators.
blaghart
Sort of, Hydro also has a lot of environmental impact and is a lot more vulnerable to damage compared to nuclear, despite their reputations being the exact opposite
swedeonamoose
Nuclear has the waste issue tho, or rather the nimby issue about it, we know how to store it but no one want it on their turf for god knows how long, and no matter how safe nuclear gets, people will always think of Xhernobyl and how horribly wrong it can go, especially during a war since that would be ahrd to defend.
NZSheeps
The waste issue has been solved. You just export it to third world countries, like we do with plastic rubbish
blaghart
Yea its all thanks to fifties years of Big Oil fearmongering that now people think nuclear is a toxic waste bomb that kills all life...never mind that almost all nuclear waste is safe within 30 days...
phatdaddi
Bought 2 sticks of 16gb for a new laptop install for $85 back in July. I checked the price on those same sticks and they're over $300 now.
mackqwfqwfg
I got 2 stick of 48g 8000mhz for 600 its nearly 2k now. My 5090 is going up too lol
Goatfer
I bought 1 for my mom's basic PC, $49.99 in Oct. Now a kit of 2 is $430.
crcinau
I upgraded both of my home lab servers to 128Gb each in July this year. Cost me $319 AUD to do each server. Now, that'd cost me ~$1700 AUD.
viva93
bought 2 sticks of 16gb ddr4 in 2021 for 110 dollars. Wanted to upgrade to 64 3 mo back. Same kit was now 190 for outdated ram. I just bought two sticks of the same ram used for 120. I still paid more for a now used and deprecated standard than I did when it was new. I literally thougt "oh ram is up so it won't be cheap" but I figured like 80-90 bucks not over 100% for what I paid when it was brand new.
jesuisgur
I ordered one 16Gb last month and the delivery date was... march 2026. Prices were all over the place.
causality
Had a bunch of PC parts on my Christmas list. If people actually got me any of them I might end up with a build that has a single 16GB sodimm in an adapter since I have one laying around.
dashers
I decided that I'd go with 64GB, and then just throw that away when I need to go to 128, as it'll be cheaper. Lol, nope. £180 for 6000 CL30 earlier this year, now £700. Hope this sees me through to the bubble bursting when I then get to put 256GB in for a fiver due to surplus.
Sh1tMovieGroup
That's just gouging, no server is taking laptop dimms...
Hrafna55
True but the ability to produce as many of the ones consumers need is. It's cartel price gouging in any case.
PocketCleric
Maybe, but the embedded chipsets IN that RAM PCB arent the same as RAM used in other chips. So if the foundry stops making chips for laptop RAM in favor of other chips, then laptop RAM goes up. Has nothing to do with what form factor the chips are in
Sh1tMovieGroup
We're too close to the spike for that argument to hold water, stock in channel is still being sold through, it's pure gouging on news hype.
RevengeIsIceCream
Corsair recently stopped selling RAM to consumers, purely delivering to data centers now...
androidshard
Wasn't that Crucial not Corsair?
Micron (company behind Crucial brand) are still selling memory to other consumer brands who make consumer products.
RevengeIsIceCream
ah yes, you are correct. I can't find solid info on if they're planning on supplying other consumer brands, but the news I found says "phasing out consumer segment".
1eventHorizon9
Well no they aren't, but I am sure manufacturing capacity is being moved to stock these data centers constraining supply of laptop dimms anyway.
KillingTlme
Just build a gaming PC with 3 year old technology to run your game with graphics from 2015 and stop trying to build a device you wont need.
Saturniidae
RAM from 3 years ago is overpriced too, partly because a ton of people are doing exactly what you're saying, and partly because the people selling RAM have heard that PC builders are paying crazy amounts for ANY RAM. So ALL the RAM is expensive now.
GratuaCuun
The crash from this is gonna be a doozy
https://media1.giphy.com/media/v1.Y2lkPWE1NzM3M2U1enBrNDhjNThzZjNqeWt5d3RkMjN3ajRzd3ZobzNxaTE1enJkMXpkMyZlcD12MV9naWZzX3NlYXJjaCZjdD1n/g811H1q17xazm/200w.webp
SavageDrums
We'll be lucky if it's only a recession. But at least the wealthy won't pay the price!
messedabout
We will all hear “too big to fail” again
messedabout
Waiting. Soon
Shadowkrieger
Watch the stock market crash. Nvidia is over blown stock and will cripple anyone’s portfolio, which is just middle and up.
imjustabill495
I personally cannot wait.
Then we'll be back at it in less than ten years with some other buzzword centric bullshit
MrOne2
Yep. Better get my liquidity in place, to invest in the right assets once the bubble pops https://media3.giphy.com/media/v1.Y2lkPWE1NzM3M2U1MGpwZGozd21sZ2RwbzZ4c3IyaDBucXl1eGkyemwwZG9sc2tuMDR3biZlcD12MV9naWZzX3NlYXJjaCZjdD1n/IGR08ulxKFt7y/200w.webp
jojoyojimbi
i think it would only be fair for folks who want GPUs to break into data centers, yank out a rack of them and take them home since the AI bullshit no one really wants or needs is causing the cost of literally everything in the fucking world to skyrocket
DunnowForgot
If consumers will just wait a year buying their RAM, the market will be fine afterwards.
GeekDadKevin
Someone doesn't remember when the tsunami hit Taiwan...
GhostSavage10
Burn it all
neithermenoryou
It'll be fun because the US economy growth is only 0.1% without the AI bubble. Shit's gonna make the housing and banking crash from '08 look quaint.
BedBugDude
Will I be able to afford a house coz the price crashes too or just a new RTX5090 or RX9000 series?
neithermenoryou
If you're lucky you'll be able to buy the empty box of a 5090 to use as a cardboard house.
Pliskin008
You must be kidding. The rent on those are outrageous.
TheFlyingLettuce
How do we short the AI market?
CALAMOSCOPYJANE
Just short the entire market.
jojoyojimbi
plant a garden, sell billionaires food for $100 a tomato after the crash
WarThunderLeakedMySpecs
Sell someone else’s Nvidia stock and hope they don’t demand it back before the collapse.
Spoiler: their timing will be MUCH better than yours.
JaceTiger
Nvidia won't let it crash. They're pretty much propping up the whole shebang with cash. Every AI startup is in record amounts of debt
Nostradamuswaswrong
GlutenFreeCocaineWaffles
You're quite literally describing the exact thing that's making the crash inevitable.
JaceTiger
I know. What I'm saying is that Nvidia is literally throwing money at it to keep it going instead of letting it just go ahead and fail. And they have a LOT of money to throw at AI
CaptSchmidtGaming
do you hear your self speak? "the bubble is invincible so long as those inside the bubble prop it up"
JaceTiger
I'm not saying "the bubble is invincible"
I'm saying a very rich corporation is keeping it from popping. So when it does pop, it'll be even worse than if they just let it pop now and work on damage control. Nvidia is singlehandedly making this much much much worse than it has to be.
CaptSchmidtGaming
welcome to the conversation like from a year ago my good sir.
JaceTiger
I'm not trying to convince the people that know. I'm trying to spread the message "Nvidia is specifically blowing it up and when it pops, the fallout will be immense. The housing and dot com bubbles will be a rounding error by comparison."
invaderjak
gonna be hilarious when that bubble pops
robingal1
I'm going to laugh all the way to the ban- graves.
PirateArrrgument
Gonna be people starving to death on the streets because they've lost their homes and jobs. And the bubble is already popping.
StellarJay77
Reminder that it is the people at the bottom who end up being crushed when the people at the top come crashing down. Just saying.
Saturniidae
Only if you're independently wealthy in a recession-proof industry, along with all your friends and family. For literally everyone else it's going to suuuuuuuuuuuck.
75townecoupe
The Greatest Depression
SleepyKitten
That's all well and good when it finally happens, but I'm growing worried about what that will look like when Ai is being woven into everything. How do we claw that back?
werrywerry
Just a reminder that poor people will lose their pensions... again.
No rich asshole that caused this will be harmed in any way. In fact, they'll be rewarded.
It's the poors that will be stuck with the bill.... again.
invaderjak
it would appear that my use of "hilarious" is being taken far more literally than I intended
SilverFoxChaser
It's all going to be purposed or repurposed to surveil us. At the corporate level / employees and citizens for anti-(current bad thing) that fits whoever's agenda. That's the actual next step.
invaderjak
"It's all going to be purposed or repurposed to surveil us." is a funny way to say "it's already being used to surveil us"
DrewThe3DPrinterGuy
When Black Friday comes
I'll stand down by the door
And catch the gray men when they
Dive from the fourteenth floor
WackyWavingFlailingArmTubeMan
Black Friday came and went
DrewThe3DPrinterGuy
Ircy
Sadly it likely won't. Unless something big changes the people responsible for it are going to get bailed out with our money and the rest of society will be collectively worse for it.
WarThunderLeakedMySpecs
Infinias
Good thing that the companies involved make up the majority of all traded stocks Worldwide. I don't see any slippery slope there.
CaptSchmidtGaming
fuck em
mithiwithi
Wall Street may not give us any of their profits, but they sure as hell give us their losses. So yes, fuck them, but they're gonna fuck us.
5amNonsense
Not en economist but I'm pretty sure when this thing pops we all get fucked over (somehow)
CaptSchmidtGaming
I don't own anything. Explain to me how when you already have nothing, everyone else having less is somehow worse.
bmouse127001
The bailout for these companies will be paid by your taxes. Having to pay the bailout will take taxes before we can use them on actually useful things.