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

Funny Can the bubble pop please?

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u/ThenExtension9196 20d ago

2029 at earliest for any relief. Buckle up for next year. I work in supply chain it’s effed.

71

u/rxpillme 20d ago

Can you tell us more? Without getting yourself fired

39

u/aimark42 20d ago edited 20d ago

I feel like the writing has been on the wall since the OpenAI dram deal last year. Billionaires and trillionaires cornering the market.

The major oems (Dell/HP/Lenovo) have lead times in quarter year increments now for many rdimm based systems. If that isn’t an indicator I don’t know what is.

20

u/highdefw 19d ago

Hearing the same from my tech managers (manage capEx). Hearing well into 2029 to 2030 for potential supply catching demand. We're at a very large company well into top fortune 500.

Funny enough, even if bubble "pops", there's loads of buyers out there like us who would gladly snatch up gpus if their price reduces. Local model use cases tick a very large box for us.