[siliconc0w]

I can't really see wide adoption of local LLMs unless prices really start to climb. It makes sense to use cheaper hosted smaller models like Sonnet or even Kimi but these won't run a Kimi-class model and that is really the floor for non-toy agentic tasks. Spending 5k to avoid a $20 subscription really only makes sense for niche security reasons.

[zzzoom]

I'd bet on the inverse: China scaling DRAM production until the price crashes, and the whole US stock market that is propped on top of that scarcity going down with it.

[maipen]

Tarrifs.

[cthalupa]

Plenty of demand outside the US. Why would the hyperscalers not buy the chinese RAM for all of their datacenters across the world besides the US one?

Rising supply from China will impact prices even in countries where there are tariffs.

[carefree-bob]

The best Chinese RAM on the market is 50% larger and requires more power and thus emits more heat, as it is a 16nm feature size. If they can get to competitive sizes, then of course data centers will purchase it.

[mathgladiator]

I think we really haven't even seen how GenAI can influence new products and games. Have you consumed Dungeon Crawler Carl?

[satvikpendem]

Was it made with AI?

[mathgladiator]

No, but AI is a central theme and also the key way to build such a dynamic experience.