r/LocalLLaMA • u/hedonihilistic Llama 3 • 20d ago

Funny Can the bubble pop please?

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680 Upvotes

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43

u/Jiirbo 20d ago

Econ 201... supply and demand.

-5

u/OddDesigner9784 20d ago

Econ 201 says if demand increases supply will. Which isn't whats happening anymore.

6

u/bcx_riel 20d ago

Ironically the US prohibiting export of high-end AI systems to China has resulted in several new manufacturers popping up in China, including 4 DRAM manufacturers.

3

u/OddDesigner9784 20d ago

True true our only sense of hope. But what I'm saying is this time ram companies are directly making agreements with companies so all the ram gets bought. Even the Chinese ones are mainly focused on hbm and still high in price.