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A comment on Samsung's 60% DRAM Price Hike Signals a New Phase of Global Memory Tightening. Parent comment

Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by noosphr on Friday November 21, 2025 @06:13PM (#46010207)
I disagree.

We have been living on the investment of previous centuries and decades in the West for close to 40 years now. Everything is broken but that didn't matter because everything that needed a functioning physical economy had moved to the East.

AI is the first industrial breakthrough in a century that needs the sort of infrastructure that previous industrial revolutions needed: namely a ton of raw power.

The bubble is laying bare just how terrible infrastructure is and how we've ignored trillions of maintenance to give a few thousand people tax breaks they don't really need.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by incompatible on Friday November 21, 2025 @06:22PM (#46010275)
Why not follow the time-honoured approach and put the data centres in low-income countries?
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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by noosphr on Friday November 21, 2025 @06:29PM (#46010335)
Because you only do that once the tech has been comodatized and you have wrung all the benefit for your country that you can.

The British didn't industrialise Indian for a reason.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by lenkite on Saturday November 22, 2025 @03:31AM (#46013154)
The British deindustrialized India.

https://en.wikipedia.org/wiki/De-industrialisation_of_India

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by BadBadJellyBean on Friday November 21, 2025 @06:30PM (#46010347)
I assume they don't have good enough power infrastructure.
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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by lawlessone on Friday November 21, 2025 @06:16PM (#46010231)
>AI is the first industrial breakthrough in a century

Is it?

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by abalashov on Saturday November 22, 2025 @02:19PM (#46017444)
Yeah, I don't know about that.
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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by lm28469 on Saturday November 22, 2025 @05:20AM (#46013639)
Bridges can be used for decades, your brand new GiGaAiFaRm will be fully deprecated by 2030 already.

All the infrastructure will be useless when the data centers move to the next city/state offering a tax cut.

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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by noosphr on Saturday November 22, 2025 @06:00AM (#46013795)
A power line can be used for a century.
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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by lm28469 on Saturday November 22, 2025 @10:19AM (#46015415)
Sure, if you have something worth powering at the end of it.
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Re:Samsung's 60% DRAM Price Hike Signals a New Phase of Glob... by noosphr on Saturday November 22, 2025 @10:40AM (#46015537)
The same is true of all infrastructure from roads to water pipes.

You are being obtuse for the sake of AI doomerism.

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