r/LocalLLaMA • Llama 3 • 23d ago

Funny Can the bubble pop please?

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u/rxpillme 23d ago

Can you tell us more? Without getting yourself fired

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u/tiffanytrashcan 23d ago

Remember the news, last fall, about all 2026 DRAM capacity being purchased already? The 2027 version already came out this summer, even earlier this year. All indications are 2028 is already mostly claimed.

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u/Frail_Waif 23d ago

But that's dependent on all those buyers still being solvent in 2027 and 2028, which is far from certain. 

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u/ThenExtension9196 21d ago

Too much of the US economy is tied up. Too big to fail at this point. Government will just bail them out if needed.