There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.
PC manufacturers should grow some balls and tell RAM suppliers to lower the price or lose their business forever.
The RAM suppliers would probably be thrilled to end those consumer contracts, they could allocate more to high paying AI.
There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
Foolish in the long term, but quite effective in the short term.
I don’t disagree, but it seems their priorities are not on long term stability.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.
Agreed, which is stupid to put everything to AI but no consumer to use the goddamned AI 😮💨