[thfuran]

Or the fact that if they sell all their RAM without putting it in devices, they won’t be able to sell devices, and some portion of their customer base will leave their ecosystem, possibly forever.

[ajross]

The story is literally about them cancelling a product variant...

[thfuran]

And you think this is the first sign that they’ve decided they’re going to spend the next few years being a RAM reseller before starting to sell consumer products again?

[ajross]

No, but "shipping less RAM" is clearly on that spectrum. The point wasn't about literal product strategy, it's that there's a limit to what actions are financially feasible and it's set by "what else could you do with that junk?"

[zitterbewegung]

Yea, wwdc is happening soon and the M5 ultra is in production . The new pricing will be respective on the highest config (768 gb is rumored) though.

[storus]

M5 Max has still only 128GB RAM at most; one would expect 192GB if there was any indication M5 Ultra would have 768GB RAM?

[zitterbewegung]

It is a rumor at this time and we are going from M3 to M5 on the Ultra not the M4 to the M5

[rz2k]

The maximum memory configuration for the M3 Max MBP was also128GB.

[storus]

That's my whole point. M3 Max 128GB -> M3 Ultra 512GB. M5 Max 128GB -> M5 Ultra 512GB. But if M5 Max 192GB -> M5 Ultra 768GB, i.e. Ultra having 4x the memory of Max.