Micron exited the consumer DRAM market in December 2025, leaving Samsung and SK Hynix as the only two major suppliers. It is now rumored that SK Hynix may follow Micron's lead, stopping the production of consumer DRAM and NAND chips.
What’s crazy is that they aren’t just doing this because they make more money with AI. They’re doing this because these AI companies have basically pre-ordered a fuck ton of components that have not been manufactured yet to be put into computers that haven’t even been made yet for datacenters that are not even built yet all on an electrical grid that hasn’t caught up. As long as the manufacturers get paid they don’t really give a shit, but this is so unsustainable it would be hilarious if it weren’t so catastrophic for the rest of us. And as long as the line goes up as they all circle jerk their money around they’ll all be happy and can pretend the economy is good.
AI companies have basically pre-ordered a fuck ton of components that have not been manufactured yet to be put into computers that haven’t even been made yet for datacenters that are not even built yet all on an electrical grid that hasn’t caught up.
What’s crazy is that they aren’t just doing this because they make more money with AI. They’re doing this because these AI companies have basically pre-ordered a fuck ton of components that have not been manufactured yet to be put into computers that haven’t even been made yet for datacenters that are not even built yet all on an electrical grid that hasn’t caught up. As long as the manufacturers get paid they don’t really give a shit, but this is so unsustainable it would be hilarious if it weren’t so catastrophic for the rest of us. And as long as the line goes up as they all circle jerk their money around they’ll all be happy and can pretend the economy is good.
Isnt some AI bro hoarding a fuckton of CPUs because there arent enough servers to put them into?
Hello depreciation!
Or would be if it wasn’t for all the market manipulation.
Beautiful. The very definition of a bubble.