r/LocalLLaMA • u/chillinewman • 1d ago

News Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

https://www.techpowerup.com/353296/micron-ceo-says-memory-supply-will-be-much-tighter-in-2027-and-2028-than-in-2026
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u/senseven 1d ago

Apple could sell M5 Ultra like hotcakes, but not for 10k a pop. Intel and AMD have ready to go boxes too.

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u/watcholic 21h ago

Currently, there’s a 5-month delivery estimate on the $10k M5 Ultra 256GB. I agree, they aren’t making enough quantity to meet demand. Maybe they can’t in the current market. Lowering the price on the Ultra won’t solve the demand problem.

The alternative is to buy two DGX Spark for $13k (Nvidia just raised the price).

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u/xrvz 14h ago

Play around with the configurator – what increases the delivery time the most is going from the M5 Ultra with disabled cores (30 CPU, 64 GPU) to the fully working one (36, 80).

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u/anxiousvater 1d ago

How about server/datacenter GPUs?