Same. There is huge, real demand for memory and storage everywhere you look. New capacity takes 3-5 years to come online. Every vendor has completely sold out capacity and is backlogged on top of that. This 5-year estimate is actually pretty realistic to me. I think we are stuck with high prices on these components for at least the next 3 years, minimum.
There are some companies who need the memory right now and there are others the AI people who are just issuing future buying IOUs and I might buy some memory from you in the future and the cartel is using that as leverage to get more money out of the companies that really need memory right away.
At the end of this fiasco, there will be some companies that will move on from the cartel.
At a basic level, the steps involved in setting up a fab are extremely serial in nature. While there are ways in which each step has been cost-cut in the past, amdahl's law itself limits it to a minimum of 2-3 years. If you want good yields and do it more properly, you will need 3-5 like GP said. And that is still being optimistic
Additionally, HBM requires 3+ times the capacity of DRAM, so it gets crowded out. They do command 5x margins, so the unit economics is ok. But this means that even new capacity will mostly be used to service HBM demand, and consumer or enterprise DRAM is unlikely to benefit at the same pace - it will benefit somewhat of course.
Very true, and ran into this one specifically myself when going down the "HTML can do this!" road. HTML can NOT, in fact, replace a good combobox with search input. Datalist has significant shortcomings. I wound up using a React island for this single input inside otherwise normal HTML, despite my own objections, because it really it just that much better than the native options.
They are not "abandoning" .com domains. They are just really hard to find available or cheap enough to buy, so they launch with something else instead!
It would shock me if that domain were actually allowed to be killed off by pure bureaucracy. I would like to believe that at some point bureaucracy must give way to concerns for the humans it serves, and if nothing else there is enough money involved with the industry that uses it that they'll probably be able to lobby effectively, one way or another.
it's not that they can't afford to buy one. it's that they're not available. and now a lot of other tlds have gained traction so it's now reasonable to consider others.
I would assume that for most foo.ai domains, foo-ai.com would also be available. So it’s more about naming preferences, and sometimes lack of imagination for coming up with an available name.
"non-starter"? In a URL? You mean URLs and not domain names? Why are these "non-starters"? What is special or wrong about hyphens? Do you avoid clicking these for moral reasons? You do understand that they are perfectly legal anywhere, and acceptable in the character set by all RFCs? What makes them so odious to you?
If anyone is looking for a TypeScript framework that embraces hypermedia the same way that HTMX does (and is very easy to use with HTMX), check out Hyperspan: https://www.hyperspan.dev
