There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.
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PC manufacturers should grow some balls and tell RAM suppliers to lower the price or lose their business forever.
The RAM suppliers would probably be thrilled to end those consumer contracts, they could allocate more to high paying AI.
Agreed, which is stupid to put everything to AI but no consumer to use the goddamned AI 😮💨
There’s no guarantee that AI companies will need this amount of product indefinitely, while PC manufactures will always need RAM. Alienating them would be commercially foolish.
Foolish in the long term, but quite effective in the short term.
I don’t disagree, but it seems their priorities are not on long term stability.
They do this because everyone else allows them to. I think computer and device manufacturers have more leverage than RAM manufacturers if they join together. Yet they don’t, because today’s management class is vastly incompetent.
That’s exactly why they can alienate them. The PC manufacturers don’t really have many vendors to choose from.
For now. Would you risk a long-standing relationship with your most important customers for a temporary boost in income?
Wouldn’t be the first time. They got caught in a huge price-fixing scandal just about a decade back and nothing changed.
And again, where are the customers going to go? There’s only so much capacity and no one’s building new plants.
so far
good luck negotiating with the AI cartel