Do you guys think the AI/memory demand is temporary

[hhhhhhhhhhhhhhhhhh]

I have quite a lot of money allocated in those type of stocks

 

[lalalalala1234]

no it will def only go up.

 

[RJ_ascends]

I have quite a lot of money allocated in those type of stocks

holy npc
enjoy the crash

 

[proxxyy11]

no lmao it’ll keep increasing

 

[hhhhhhhhhhhhhhhhhh]

holy npc
enjoy the crash

Bro wtf youre 15 how would you know anything about stocks

 

[hhhhhhhhhhhhhhhhhh]

no lmao it’ll keep increasing

For some reason some people are comparing it to the 2000 dot com bubble but i feel like its different

 

[proxxyy11]

For some reason some people are comparing it to the 2000 dot com bubble but i feel like its different

completely different AI will obviously be the future and already essentially is. It wont stop as a trend dont listen to retards

 

[Rabbi]

It'll continue to go up.
That + military/defence related stocks are the best bets.

 

[eology]

It'll continue to go up.
That + military/defence related stocks are the best bets.

my ddr5 32gb ram costs same as gpu
last time i built my pc i let it fall by a meter tall, ocd trigger until now

 

[hhhhhhhhhhhhhhhhhh]

my ddr5 32gb ram costs same as gpu
last time i built my pc i let it fall by a meter tall, ocd trigger until now

Yeah its getting more expensive but the memory i meant was like the type of ram they use in data centers not really as much for pcs

 

[2ndAscension]

no lmao it’ll keep increasing

I have quite a lot of money allocated in those type of stocks

It'll continue to go up.

Chinese memory production is ramping up and consumer grade AI models are getting more efficient, 99% of AI tasks are served perfectly fine by something as cheap as GPT 5.6 Luna, and small open models like Qwen 3.8 27B trade blows with frontier models from half a year ago, but to make it clearer, look at these two benchmark graphs;

While Fable 5/Sonnet 5 in theory is the best available model, it's way too expensive to run for most users, and thus they have to economize their usage and make tradeoffs, instead opting to use a cheaper model, which does almost as good of a job. Extrapolate this economization to the industry in general, and it is likely that the far cheaper "almost as good" models will carve out a much larger market share in the future

 

[proxxyy11]

Chinese memory production is ramping up and consumer grade AI models are getting more efficient, 99% of AI tasks are served perfectly fine by something as cheap as GPT 5.6 Luna, and small open models like Qwen 3.8 27B trade blows with frontier models from half a year ago, but to make it clearer, look at these two benchmark graphs;
View attachment 5565807
View attachment 5565808

While Fable 5/Sonnet 5 in theory is the best available model, it's way too expensive to run for most users, and thus they have to economize their usage and make tradeoffs, instead opting to use a cheaper model, which does almost as good of a job. Extrapolate this economization to the industry in general, and it is likely that the far cheaper "almost as good" models will carve out a much larger market share in the future

love u tysm bhai

 

[hhhhhhhhhhhhhhhhhh]

Chinese memory production is ramping up and consumer grade AI models are getting more efficient, 99% of AI tasks are served perfectly fine by something as cheap as GPT 5.6 Luna, and small open models like Qwen 3.8 27B trade blows with frontier models from half a year ago, but to make it clearer, look at these two benchmark graphs;
View attachment 5565807
View attachment 5565808

While Fable 5/Sonnet 5 in theory is the best available model, it's way too expensive to run for most users, and thus they have to economize their usage and make tradeoffs, instead opting to use a cheaper model, which does almost as good of a job. Extrapolate this economization to the industry in general, and it is likely that the far cheaper "almost as good" models will carve out a much larger market share in the future

Right, so is your thesis that there will be more demand for data centers in the future or less?