A moment of silence for the Crucial brand

Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand​

A lot of people putting the blame completely on AI and don't seem to know that manufacturers are not ramping up production either to meet/pass demand.

I think I've already been addicted to AI stuff the past couple of years, god help when it gets better.. :o

I can already feel the rage brewing from people who hate AI.


:p
 
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A lot of people putting the blame completely on AI and don't seem to know that manufacturers are not ramping up production either to meet/pass demand.
The problem is that the economics of fabs are that they tend to need to run near capacity (both for cost reasons and to keep the production yield stable) along with the costs of fabs (think several billion per fab) means they don't build a fab with an extra 25% capacity over the forecasted demand "just in case it's needed in a couple of years time". And to react to the current surge in demand would take a couple of years to build new capacity.
 
Another nail in the coffin for the PC market. I've bought a lot of crucial over the years, might even have some lying around to sell.
 
As someone who works for an American tech company, I will tell you this, these companies are running a revenue scam. The main ones in OpenAI, Nvidia, Oracle, AMD etc, they are recycling 30 billion between them and not actually making money.
They are banking on making profits by 2030, this is a massive gamble and if it fails we all lose. I, too, would like to see the bubble burst, but it will be catastrophic.
If you invest in S&S ISA you can get away with AI heavy ETFs for now as it's still growing, but it's a massive gamble.

As for crucial, they were/are my go-to RAM for price vs performance, love their kits, I am running 32gb now on my AM4 build. I can't blame them for wanting the "BAG" while it's HOT!!!
I am still taking the names of all the companies that abandoned their core audience for the "green"!!
 
WTF are all these AI data centres going to be doing with all this data?
No-one will do anything, because they won't have any money, because AI took all their jerbs, so there's no profit to be made from selling any data on or marketing anything to inactive people.
Plenty of high paying jobs that AI cannot "take".
All scaremongering nonsense.

The low paying grunt work like call centres might end up gone, but that's no where near happening. AI cannot function correctly to have an actual coherent conversation with a satisfactory outcome.
Especially, if the aim of the company running said call centre sets it to never allow a refund of what ever the service was offered originally.
 
Plenty of high paying jobs that AI cannot "take".
All scaremongering nonsense.

The low paying grunt work like call centres might end up gone, but that's no where near happening. AI cannot function correctly to have an actual coherent conversation with a satisfactory outcome.
Especially, if the aim of the company running said call centre sets it to never allow a refund of what ever the service was offered originally.
The grunt work in major call centres had already squeezed humanity out of the equation back in 2013-14, when I had the misfortune of being desperate enough to fight my way through an assessment centre for a rare opportunity to get £6.80 ph job doing that work.

Deviate from the script, you start failing at a metric that was termed something like business service reliability. Calls taking too long, even if it's because your callers have 14 pre-existing medical conditions and various caveats regarding their coverage you need to catalogue? That's on you - you failed. Low conversion rate trying to upsell the extras? (No commision given for doing so) = just another metric that counted against you. Spent >0 secs writing useful detailed notes about the customer's call for future reference? That's you failing in your wrap time metric; you should've typed nothing after the call was concluded.

Calls were listened in to like a George Orwell dystopia, though only slowly did the phone-call-monitoring class start raising the complaint that calls were virtually unintelligible at peak times because their digital telephony over IP dropped to horrendously low bit rates. Until queries were raised by the company's eaves-dropping class, poor performance due to the line quality was your fault, and counted against your metrics.

This was more than 10 years ago during the 'recovery period' / aftermath of 2008. Anyone with the ambition of taking that call centre job to get their foot in the door for something better found out they barred from applying for 'the real jobs' internally until they'd hit all call handling targets consistently over about four years IIRC.

I'm glad the history books have been slowly re-written to describe then as the Great Recession, instead of the mere 'Credit Crunch' that we needed to pull ourselves up by the bootstraps to get through.

Considering the massive minimum wage and labour bargaining power that now seems to exist post-COVID, even with the threat of AI and the apparent decay-of-everything, I honestly fancy these times compared to post-2008, which I now look back on as being something akin to a modern day Grapes of Wrath style story.
 
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Stories coming out over the christmas break about google firing execs not coming back with long term supply contracts, of microsoft and openai parking employees at the front gate of micron and samsung, the rushed bail out of retail is beginning to make sense. These hyperscalers are flying in c130s of cash for promises of chips.
 
Why the sudden rush for AI and it's associated computing power?

Are the super rich trying to use AI to find the secret to immortality or something? Predict the future with the same level of accuracy as a Magic 8 Ball?
 
Why the sudden rush for AI and it's associated computing power?

Are the super rich trying to use AI to find the secret to immortality or something? Predict the future with the same level of accuracy as a Magic 8 Ball?
Right now, I'd say it is more important for them to try and outdo each other than achieve anything specific.

Since there's speculation that they're buying capacity just to starve their competitors.

In that kind of 'market', makers like Micron can almost name their price, which they couldn't selling to anybody else.
 
Plenty of high paying jobs that AI cannot "take".
All scaremongering nonsense.
The comment was in jest, but go on, then - What high paying jobs are we all going to do that AI cannot take?
Things like doctors, actuaries and lawyers are all going to be replaced... hopefully with a Tricia Helfer AI.
Of the 10,000-odd employees at my place, almost all of them can be replaced by AI - It's only the low-paid manual workers that can't, because AI doesn't have a body.
 
The comment was in jest, but go on, then - What high paying jobs are we all going to do that AI cannot take?
Things like doctors, actuaries and lawyers are all going to be replaced... hopefully with a Tricia Helfer AI.
Of the 10,000-odd employees at my place, almost all of them can be replaced by AI - It's only the low-paid manual workers that can't, because AI doesn't have a body.
Doctors will never be replaced by AI, but it will become common place in the healthcare environment, particularly in radiology/diagnostics.
 
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Doctors will never be replaced by AI, but it will become common place in the healthcare environment, particularly in radiology/diagnostics.
The role of Doctor will become a combination of bedside carer and administrator. AI has already shown it can diagnose X-Rays far faster and far more accurately than a human...
 
The comment was in jest, but go on, then - What high paying jobs are we all going to do that AI cannot take?
Things like doctors, actuaries and lawyers are all going to be replaced... hopefully with a Tricia Helfer AI.
Of the 10,000-odd employees at my place, almost all of them can be replaced by AI - It's only the low-paid manual workers that can't, because AI doesn't have a body.
Any job within Electrical Engineering as an example.

Skilled labour jobs as another.

By the way, manual labourer jobs in my field, can demand around 1.2-2k per day as contractors.
And there ISNT enough of them.
 
Sorry, what field are you in if you don’t mind me asking.
Electrical Engineering. I deal mostly with the HV side. Although, we do a bit of everything. HV design, substation installation, Protection Relay configuration, HV metering, LV metering, MV/HV cable jointing etc etc
 
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