this post was submitted on 30 Jun 2026
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Ram demand expected to drop another 40-50% in Q3?
If you're going to measure demand in a way that makes sense for a demand vs supply formula, you must do it in a way that's independent of the price.
Prices are increasing because demand is high, and supply is not keeping up.
I wouldn't say demand is high I would say demand is glitched and infinite. The AI bubble has gotten to such a scale where all the existing parts are already sold but even further they have sold parts that don't even exist yet for datacenters which haven't even started construction yet in order to satisfy a projected demand curve the sales people dreamed up in order to somehow promise a slight profitability of this entire mess.
It sounds more and more like planned economy rather than capitalism lol
It’s all of the downsides of a planned economy without the upsides of having a fucking plan.
Planned profit