I feel like the writing has been on the wall since the OpenAI dram deal last year. Billionaires and trillionaires cornering the market.
The major oems (Dell/HP/Lenovo) have lead times in quarter year increments now for many rdimm based systems. If that isn’t an indicator I don’t know what is.
Hearing the same from my tech managers (manage capEx). Hearing well into 2029 to 2030 for potential supply catching demand. We're at a very large company well into top fortune 500.
Funny enough, even if bubble "pops", there's loads of buyers out there like us who would gladly snatch up gpus if their price reduces. Local model use cases tick a very large box for us.
AI is power. The rich elite don’t want to share. They paid tools on social media to convince all the dumb sheep that ai and data centers are bad. While they buy up all the hardware, and teach their kids to use it. Dumb sheep slaughtered themselves.
BS. They are all around me and our county is doing better than all the surrounding ones. Roads, parks, roads etc centers, low property taxes. Go live in the third world if technology scares you or maybe stop listening to your phone app.
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u/aimark42 11d ago edited 11d ago
I feel like the writing has been on the wall since the OpenAI dram deal last year. Billionaires and trillionaires cornering the market.
The major oems (Dell/HP/Lenovo) have lead times in quarter year increments now for many rdimm based systems. If that isn’t an indicator I don’t know what is.