I get the DDR4 and DDR5 RAM "shortage", but who the fuck is buying up:
* Low end NVMe drives (Gen3/4 <= 1TB)
* DDR4 and DDR5 *SODIMMs*
Who is benefiting?
Discussion
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@voltagex it’s because OpenAI have bought reserves of WAFERS - the raw material that gets turned into RAM and flash ICs
@jpm yeah I get the reserve capacity thing. That doesn't magically make 2666mhz DDR4 SODIMMs useful*
@voltagex they also bought reserves of the ICs as well. Same chips go on DIMMs and SODIMMs.
@voltagex same with flash ICs - the NAND flash chips are approximately the same (in various grades, same as DRAM) no matter which SSD controller they’re attached to.