The RAM manufactures would normally consider increasing production in the face of increased demand, but they all know it’s a massive bubble so don’t want to, resulting in increased process until this all plays out.
this post was submitted on 17 Dec 2025
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Yep this 100%. They are getting a windfall from the AI idiots that will pay a premium for it while they can without overextending themselves to do so but it means we lose. That how you know this is a bubble. The only good thing is they are smart enough to not overextend themselves so they won't be impacted when the bubble does pop.
You're wrong.
Most AI datacenter orders were NOT paid premium - manufacturing simply shifted from consumer products to industrial, at the same cost essentially.
You know who's paying premium?
The average consumer who needs to buy RAM right now, because thanks to the supply drop - both already existing and foreshadowed - the price of the already available units skyrocketed.
Meanwhile the DRAM manufacturers don't care because they're getting paid the exact same amount regardless if they're producing for consumers or industrial clients.
A big thing is that a high end ram factory has a crazy price-tag, I'd say between 100 million and one billion Euro, and it takes years to build. Noway to step up production overnight at no cost. And when we talk about big money like that, investor get pretty conservative
The AI corps building the datacenters pretty much all have blank checks and want to be the biggest.
So the other corps that make chips, will always focus on what's most profitable, which is what the AI centers use.
For it to be "worth it" to produce any consumer level tech, they have to raise the price to justify not just making the AI chips
So it's not a conspiracy that's raising prices, it's capitalism working as intended, and to fix it would have to fix the focus on profits and replace it with fulfilling needs of the people. Which is pretty much the opposite of capitalism...
Capitalism needs to be abolished its basically kill everyone if you can make money from it. Not like the parasites wouldnt genuinely risk everyones lives.
The more you think about it the more capitalism looks like a death cult.
Capitalism is like any other vice.
In moderation it's fine, often even beneficial.
But if it's the sole focus you're fucked. We're not responsible cocaine users who want to stay up dancing every other weekend, we're full blown crackheads on capitalism.
Nah, capitalism is like cancer. Theres no good amount to have, and eventually if left around it will spread and kill you.
Not at all when the bottom line replaces humanities interest the economy becomes a parasite to feed an endless endeavour at the sacrifice of everything around it.
when the bottom line replaces humanities interest
And there's room for some capitalism before that point...
Like, UBI with stores where you pay for goods is still capitalism to some degree, if capital is involved at all, that's capitalism.
Certain companies are buying up all the stock because it stops individuals from building their own AI capable rig and forces them and businesses into subscription models.
They are using copyright laws in the same way and lobbying so building new models legally costs millions of dollars and open sourcing stops being viable.
The biggest threat to the AI bubble is people running the same services out of their home with open source alternatives for a fraction of the price.
This seems like quite the conspiracy theory given the much more simple motivation that AI gives them tons of money right now and it requires ram
From people? No.
From AI. AI companies have seemingly infinite money (not really but investor sentiment is huge and investors are happy giving more and more money to AI). And banks are willing to lend money to AI. And there's new financial instruments (special purpose vehicle) allowing even more money to come out of investors.
This ends after AI runs out of money. But they are funded by the biggest tech bros with $Trillions in valuation.
Who are investors and where is their money from?
If it's from investment funds, then I've got bad news for all of you, it is your money as well.
Well that's the funny part now isn't it?
Increasingly, the investors are other AI companies. NVidia, Microsoft, Facebook. Be it directly (ie: Microsoft buying half of OpenAI), or indirectly (Special Purpose Vehicle creates a new Data center and Facebook pays to be an owner of that and then the Datacenter pays Facebook for AI or some shit).
It's not "manufacturered", so it's not conspiracy. But it's from unreasonable and unacceptable high demand.
They™ stopped hoarding eggs, and now They™ are hoarding RAM instead.