Source

TLDR:

OpenAI made a deal to secure 40% of the global supply of wafers from both SK Hynix and Samsung (2 of the 3 large providers of RAM) ostensibly for project Stargate server farms. But it gets so much worse, they made both deals on the same day without advising the other company, and have not provisioned any way to actually use (make chips from) the wafers. It looks more like they’re just trying to keep RAM out of the hands of their competitors.

From there the laws of supply and demand and panic buying by everyone else took over, RAM prices are going to the moon, and Micron (the third big provider) dropped out of the consumer market because they’re gonna make bank in the server market as the only unencumbered company. Consumer general purpose computer customers are royally boned. This will flow through into the SSD market as well.

In short, Fsck the AI industry in general and Fsck ‘OpenAI’ and Sam Altman in particular. If you pray, pray that this deal gets a legal injunction in South Korea, coz you know the US will just applaud this fsckery.

    • Monument
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      8 hours ago

      I was going to ask “What’s your point?” but then I realized that this post isn’t even anti-AI.

      The text of this post highlights anticompetitive business practices that have nothing to do with OpenAI’s business model.
      Straight up - they can’t even use the silicon wafers.

      This is just market manipulation to harm their competition and possibly engage in stock market fuckery. (Micron, which stands to make billions, is largely owned by U.S. based wealth management companies.)

      OpenAI and its business partners stand atop a massive bubble that they are desperate to not have pop. I’m horrified, but kind of impressed at the maneuver.

      You’re throwing stones in the wrong direction.

    • alias_qr_rainmaker@lemmy.world
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      14 hours ago

      They’ve done studies on people’s ability to distinguish a human-made Photoshop from “AI slop”. It’s impossible. People think they can tell but they can’t, so they just assume everything is AI because they want other people online to think they’re cool and anti-capitalist

        • alias_qr_rainmaker@lemmy.world
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          10 hours ago

          yeah, i guess, but the overall thing looks like a human-made photoshop to me. i don’t see the problem with using AI generated images as long as you do the work of incorporating them into your project yourself.

          • Monument
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            8 hours ago

            It’s one of those thought terminating statements that people throw out to disingenuously “win” arguments on the internet.

            Your post was useful and interesting. The image accompanying it was not, but it doesn’t change the information relayed.

      • Robaque@feddit.it
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        12 hours ago

        The smile/wrinkles look kinda weird? Could be a generated image of Altman, plus photoshop

    • Alexstarfire@lemmy.world
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      16 hours ago

      Just when I started considering that maybe it’s time to look at new parts, a new hurdle candy into view. My computer might graduate from elementary school before I can get a decent price on parts. Or maybe they’re will never be decent prices on parts again.

  • xxce2AAb@feddit.dk
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    17 hours ago

    I’m emphatically not saying somebody should soccer-kick Altman repeatedly right in the scrotum, I’m just saying I’d enjoy a good drink with a sigh of contentment if someone did.

    • Zak@lemmy.world
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      17 hours ago

      I normally dislike self censorship of profanity, but replacing fuck with fsck (filesystem check) is a Unix joke, and I can appreciate that.

    • MalReynolds@slrpnk.netOP
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      16 hours ago

      Eh, I hadn’t bothered to read the comm rules and doing a filesystem check is a suitable pain in the ass. BTW the last word was originally shitfuckery.

      • Johanno@feddit.org
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        10 hours ago

        Ok self cencoring is always bad.

        If you want to avoid swear words use a different one like screw, curse, to hell or sth. Like that.

        If you want to curse then just do it. Censoring it makes it weak and stupid.

        And in my opinion no rules should ban the word fuck but allow f*ck.

        It is useless and annoying.

        • TheRealKuni@piefed.social
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          9 hours ago

          But fsck (file system check) instead of fuck is a Unix joke. I think it’s fine.

          Otherwise I broadly agree with you. It’s why I’ve adopted the swearing from Stormlight Archive for use around audiences that I shouldn’t swear around.

    • ReallyActuallyFrankenstein@lemmynsfw.com
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      18 hours ago

      Since we’ve all enjoyed SaaS allowing us to pay monthly fees until death for everything from our word processor to our sleep tracker, get ready for Compute as a Service to take over everything else once none of us can afford home computing.

    • Truscape@lemmy.blahaj.zone
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      17 hours ago

      For a personal server, just buy a liquidated office/business workstation and add storage as needed. Probably will still be cheap since the win10 EOL has led a bunch of those machines onto auction sites.

      • y0kai@lemmy.dbzer0.com
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        16 hours ago

        I appreciate the advice, but that’s what I’ve got already. It works well, but I was hoping to make a significant upgrade and move away from spinning disks and such.

        • Truscape@lemmy.blahaj.zone
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          12 hours ago

          Thing is, at the scale that a home server is likely to be providing, you don’t really need an upgrade at all for any of the components except storage and maybe a 2.5gig ethernet card depending on services available.

          Also, like the other commenter said: SSDs. SATA ones (unless you have free PCIE lanes then use an m.sata adapter board).

    • stoy@lemmy.zip
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      17 hours ago

      I am currently building a server, I have five things left to get before I can use it, two 8TB HDDs, two 2TB SSDs and a SATA controller card.

      I bought RAM for ut this summer a 2x 16GB Kingston kit, that kit has increased in cost by 1000SEK, insane…

    • AnUnusualRelic@lemmy.world
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      10 hours ago

      Just a few more billions guys, real close now! Maybe a few dozen more after that, but it’s really getting there!
      Oh, look a squirrel!

    • osaerisxero@kbin.melroy.org
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      18 hours ago

      They’re probably the only reason it hasn’t popped yet: still searching for someone to hold the bag. But the longer they wait, the bigger the number gets and the less likely it is for them to find one. Eventually someone’s going to cut their losses and it’s going to be a bloodbath.

    • SkunkWorkz@lemmy.world
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      13 hours ago

      They probably don’t care. Since it drives the entire stock market up. They probably make big bucks on the other side trading derivatives on the financial market making returns that will outgrow the investments in OpenAI. It’s a convoluted version of a pump and dump. Pump up OpenAI so they can dump NVidia options.

      Also OpenAi will go public soon. The dot com bubble didn’t pop until all those companies that never made a dime went public. Since investors were then able to dump their holdings into retail investors.

    • Asafum@feddit.nl
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      18 hours ago

      This is how I feel literally every single day, and somehow every single day gives me a new reason to feel like this… I’m so sick of this timeline…

  • sunbeam60@feddit.uk
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    11 hours ago

    Man, I luckily upgraded to 64GB (when MSFS 2024 said “that’s preferred”) before all this.