1.5 TB of VRAM on Mac Studio – RDMA over Thunderbolt 5

Re:1.5 TB of VRAM on Mac Studio – RDMA over Thunderbolt 5 by Dylan16807 on Friday December 19, 2025 @04:11PM (#46330975)

I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months?

If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.

[ Parent | on HN ]

Re:1.5 TB of VRAM on Mac Studio – RDMA over Thunderbolt 5 by burnte on Monday December 29, 2025 @12:52PM (#46423238)

The same chips go into desktops as servers, so this is just redirecting the chips to another assembly line. I think there's a good chance the memory market will see a huge boost in supply to server spaces, and some memory will switch back to desktop use.

[ Parent | on HN ]