lemmydividebyzero

Sad News! AI's RAM Hunger Finds a New Victim in the Orange Pi Neo Linux Handheld

https://reddthat.com/post/61487251

Sad News! AI's RAM Hunger Finds a New Victim in the Orange Pi Neo Linux Handheld - Reddthat

Lemmy

Mar 7 at 10:37amWeb
Show threadZwuzelmausMar 7

The RAM and SSD pricing situation is not unique to this project. AI data center demand has sent DDR5 prices through the roof over the past few months

…and I strongly believe that most of it is just foul play.

The AI companies are misusing their shitloads of venture capital to play with prices and manipulate the stock market.

Show threadCorkyskogMar 7

Yup. It’s not real. The vast majority of GPUs delivered in 2025 aren’t plugged in. They still have some 2024 GPUs sitting idle.

This is all a shell game of fraud.

Show threadganryuuMar 7
I remember reading a few days ago that OpenAI basically ordered 3 times as much RAM as they ever could use. There are also data centers fully equipped but not turned on as the local power grid could not handle the added demand.
Show threadchaogomuMar 7

That power grid thing is what will ultimately pop the bubble.

The lack of last mile fiber is what popped the dot com bubble.

Turns out, spending a fuckload of money on unusable infrastructure is a bad thing.

Show threadSirEDCaLotMar 7

It is absolutely foul play.

OpenAI made secret deals with DRAM manufacturers, not for memory chips but for finished wafers straight out of the Fab. Then announced them both on the same day, meaning they had a one fell swoop purchased 50+% of the world’s memory supply for 2026.

OpenAI does not (as far as anyone knows) have the machinery to process these wafers, to slice them up and package them into memory chips.

Which means the only purpose of this move was to kill the global DRAM supply and drive up prices for the competition.

Personally I wish regulators would take a hard look at this deal.

Show threadTheObviousSolutionMar 8
There are no regulators, they were the first casualty of the Trump administration.
Show threaddeletedMar 7
I’m waiting for the ai bubble to burst so I can double my pcs ram to 128gb for 50% off of the normal price.
Show threadElvith Ma'forMar 7
Too bad, that the normal price for that is now a 4-digit sum and will the cost you still $500+…
Show threadRailcar8095Mar 7

Unlikely. They aren’t buying the RAM sticks, they are burying the capacity and making other kinds of RAM.

A few are hoarding consumer RAM, but it’s neglectable compared with the amount that’s not compared to last year

Show threadZeroPokeMar 7

You heard them HBM for all!!!

I had a Radeon VII with HBM fuck that RAM was stupid fast for the time.

Show threadPabloSexcrowbarMar 8
Yeah, all this has me missing my Vega 64
Show threadcmnyboMar 8
I’m more interested in the big enterprise grade NVMe drives. Those can be made to work on normal hardware unlike the HBM RAM.
Show thread∟⊔⊤∦∣≶Mar 7
This is free market capitalism creating competition and demand right? This is supposed to make things better for the consumer right? Because in my non economist mind, this seems like a shit deal for everyone except one small group of people.
Show threadLimoneneMar 8
In an ideal world, the free market would punish AI investors for being so foolish. In reality, they’ll probably get a bailout when the bubble pops.
Show thread0_o7Mar 8
The trickle down economics is when the bubble bursts but only after billionaires have collectively raised trillions for themselves and you’re the ones to pay to bailout their companies.
Show threadGreenBottlesMar 7
Ai isn’t worth this
Show threadmelfieMar 7
Show threadredsandMar 8
Eww. Manjaro.
Show threadMohamad20ZXMar 8
Why did they have to choose Manjaro man aw shucks 😔
Show threadyumyumsmuncherMar 8
They deserve it for adding RGB lights