• NevermindNoMind@lemmy.world
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    22 hours ago

    Good discussion about this one recent Vergcast. They did a whole like 2 hour episode just on dram. AI demand is a real thing, but the bigger problem has been consolidation in the DRAM industry when the market was down (20 companies to three), the amount of time it takes to build new wafer capacity, and those firms reluctance to build that new capacity given the recent history of dram bust cycles killing companies. A wafer factory is a huge building, already hard to build, that also needs to be one of the most sterile places known to man. No east feat and a big investment the three surfing companies aren’t going to make just because pc gamers are mad about high prices. Add onto that the geopolitics of where ram is and can be safely built (Taiwan, SC, other SEA countries, etc) with the skilled labor to run them, lead times on the machines that etch the wafers (I think it’s just one company somewhere in Europe iirc) and you’ve got a mess.

    Basically demand was low, prices went down, companies went bust. Demand started to pick up but the three (really two) surviving companies were reluctant to invest in capacity for fear of another bust cycle. Now demand is high, capacity is being built, but there is going to be a long lead time on that easing prices. And if demand continues to increase, capacity may not ever catch up enough to ease prices.

    I know it’s fashionable to blame everything we can on AI, and it’s true AI is a factor here in driving demand, and it’s far less fun to say “well actually dram supply is a complicated problem spanning economics, supply chain realities, and geopolitics with a lot of nuance”. But the latter is true.

    And it would be useful to pay more attention to this. The silicone supply chain is crazy important and crazy fragile. Instead of just reflexively going “AI bad” to this kind of event, I’d be useful to be talking about how we can diversify supply chains and silicone capacity.

    Think dram prices are high now? China just encircled Taiwan in a show of force and the US expects them to make a move to take the island by 2027, the whatever anniversary of Taiwan’s independence. Not just the huge impact that would have due to Taiwan, given TSMC manufacturers most of our advanced chips of all kinds, but all the regional instability that would follow. It’s a big complicated world and there are problems beyond ai.

    • Bazell@lemmy.zip
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      15 hours ago

      The ending with AI bubble may be similar to what was with GPUs after the crypto mining. The only issue is that greed most likely will force companies to not lower prices too much.

      Also, as far as I know, TSMC have kill switches for their production lines, what means that they will not let occupy their machines by force. Which is a good thing for controlling the technology and a bad thing for the rest of us if someone would actually try to invade Taiwan.

  • frizzo@piefed.social
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    1 day ago

    That and what better way to control information than you being force to use someone else’s computer from servers in the cloud. Subscription based computing a capitalist dream.

    • frunch@lemmy.world
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      1 day ago

      This is absolutely where i believe this is all headed. No more “personal” computers anymore–eventually all tech will be under lock and key and we’ll pay for the privilege to use it. Fucking horse shit

      • fishy@lemmy.today
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        1 day ago

        Yup, they’ll roll it out as some convenient new service with an absurdly low subsidized cost subscription, then about three years later they’ll quadruple the price of the subscription.

      • ZILtoid1991@lemmy.world
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        1 day ago

        They can pry my obsolete and low-end (read: not covered in that awful rubber, that turns back into crude oil after a while) ThinkPad from my cold dead hands!

        BTW how does screen upgrades work for T440/L440? (Both have the same screens from my research)

        • Bongles@lemmy.zip
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          1 day ago

          I bought a t480 this year, and I’m kinda wondering how long I’ll be able to get replacement parts for it.

          • ZILtoid1991@lemmy.world
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            1 day ago

            A lot longer than you think, since other manufacturers also use similar screens (eDP is a godsend of a standard), and not everything is completely changed between generations. In fact, I can put 450/550 trackpads into my ThinkPad (common modification), others come with more caveats (putting classic keyboards into 430 chassis needs some modifications, etc.). Currently I’m in the process of acquiring a Core-i7 CPU and 16GB of RAM.

  • galoisghost@aussie.zone
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    1 day ago

    I wonder. If there are actual nefarious motives for the AI nonsense or whether it was just a bunch of rich CEOs being convinced they could be richer by a conman hoping to join their circle. Either way the nightmare won’t end until they do, financially, physically whatever.

    • Taleya@aussie.zone
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      15 hours ago

      Go look up the dotcom bubble. Similar deal

      There’s a lot of conspiracy theories but lets be honest: it’s all MBAs doing as they do and stupid human greed.

    • softwarist@programming.dev
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      20 hours ago

      Here’s one theory: the AI hype is a front so the wealthy can secure land deals justified by the need for new data centers and thereby further consolidate resources and power.

    • Rothe@piefed.social
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      1 day ago

      I mean whatever the fuck is going on with Palantir is absolutely the textbook definition of nefarious. Evil even.

    • dual_sport_dork 🐧🗡️@lemmy.world
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      1 day ago

      I think there’s more than one. Here are my predictions of the points on the AI spikeball:

      1. The obvious fascination with dreaming about replacing their entire workforce with AI, so they don’t have to pay anybody.
      2. Making the tools to generate bullshit images and video mature enough that bad actors (i.e. themselves) can use them produce endless deepfake political propaganda. This last election cycle we had Trump howling lies about, “They’re eating the cats and dogs.” Next cycle, they’ll be pushing actual videos of it as “proof.” Mark my words.
      3. Making said tools so widespread and prevalent that any actual evidence presented against big businesses, politicians, billionaires, and other big ticket criminals can automatically be waved away with, “That’s just AI.”
      4. Developing the neural net/pattern recognition part of machine learning to the point that it will be used as a nationwide/worldwide spy network that automatically flags political undesirables (i.e. sane people, or anyone who disagrees with the regime) for harassment or arrest.
    • kboos1@lemmy.world
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      1 day ago

      It’s 2 factors, FOMO and the hope to replace the labor force with software.

      Our IT tech support has already been replaced by AI and now they are experimenting with replacing HR live support, estimators, and legal tech writers. The company is selling it to employees as a tool to make us more efficient, but it’s pretty obvious that if one person can now do the job of 5 then 4 lose their jobs and the company saves hundreds of thousands of dollars, it’s simple math. The one person now doing the job of 4 won’t see a dime. The first jobs that will go will be anything related to collating data and setting up work for more experienced workers will start to disappear. Then as the more experienced workers move on and don’t pass on the experience, the companies will be forced to face AI rot.

      Eventually the workforce will balance and this will become the new normal but for the next 10 years or so a lot of people are going to lose their jobs and the rich will widden the gap.

    • Sabata@ani.social
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      1 day ago

      Fully automated, infinite, and personalized propaganda plus advertising. Buy our slop and worship the flag or the {oil rich country here} will kill you.

      Same old shit with new tech at a bigger scale.

      • ggtdbz@lemmy.dbzer0.com
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        1 day ago

        Sorry, this was clearly edited using standard hue saturation and luminosity modifications. This kind of irresponsible laziness is exactly why we’re behind our innovation KPIs for this quarter. Please ram this through an image generator to make sure we’re aligned with our ambitions and keeping our utilization numbers up unless you want to be written up by the Innovation Department again.

        I’m going to retch out every organ in my body one after the other after writing this.

    • Bazell@lemmy.zip
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      15 hours ago

      Probably another AI brainrot video clip that shows how a lot of AI resources are being used for basically nothing important.

  • technocrit@lemmy.dbzer0.com
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    24 hours ago

    Imagine blaming a picture of coffee instead of like capitalism. Most ineffectual and misguided “opposition”.

    • Ilixtze@lemmy.ml
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      10 hours ago

      Sorry dude but communism with this ai crap still sounds like shit. So ai bros really ruing everything they would also ruin the luxury space communism.

    • vaultdweller013@sh.itjust.works
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      23 hours ago

      It’s the AI and sadly this type of stupidity is theoretically possible under most economic systems. Doesn’t matter if it’s a state or corp doing it the rules of supply and demand still apply.

    • Fizz@lemmy.nz
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      21 hours ago

      This a uniquely capitalist problem, other economic systems wouldnt have dram shortages they’d be having food and medicine shortages