“128GB DDR5 kits are fully ten times more expensive than the lowest price we’ve ever seen. In fact, the situation is so severe that hyperscale buyers have reportedly already locked in almost all of the global DRAM production capacity for 2027, handing over advance deposits to guarantee their supply of precious DRAM, which is now among the highest-value commodities in the world by weight; mainstream DRAM chips are worth over half as much per kilogram as solid gold.”

There’s going to be a lot of discount RAM, and discount data centers going begging when the AI bubble bursts.

The data centers, the increased electricity prices, and now more increased prices for smartphones & laptops….

And this all to chase AGI via a route (ever bigger LLMs), that there is no proof will get there. Meanwhile, if the US companies don’t get AGI, the trillions investors have given them is money up in smoke. All their investor-funded achievements to date are available for free via Chinese Open-Source.