Hold on to Your Hardware

ThePrimeagen gloated about buying Micron stock when he learned that AI is very memory hungry, I didn’t really have my finger on the pulse to that degree.

As someone that appreciates digital sovereignty, moving back to thin clients is something I fear. We can play around in the FOSS inflatable pool, but unless we manage to open source fabbing our own silicon, it’s nothing more than LARP-ing as tech autarkists.

I own a Framework laptop, which is predicated on the idea of upgradability and repairabilty, but even they’ve stopped selling separate DDR5 modules

Also, Luke from LTT on RAM pricing:

1. DDR5 was mostly built with corporate clients in mind
2. A lot of manufacturers see the “bag” from selling to enterprise
3. Intel, Nvidia, etc. rerouting their capacity for enterprise instead of the consumer market
4. “Why deal with us annoying lowly people that don’t have money, when you can deal with the hyperscaler bros that have all of the money”

Get ready to bow down and sing praises to CXMT and YMTC (both Chinese manufacturers), cause they’re probably the only salvation you have for your homelab.