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A comment on RAM now represents 35 percent of bill of materials for HP PCs. Parent comment

Re:RAM now represents 35 percent of bill of materials for HP... by cyanydeez on Thursday February 26, 2026 @01:22AM (#47162550)
Yes, it's a nefarious plot of AI producers to attempt a monopoly with a product that no one seems capable of demonstrating has the exponential value they're betting on.
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Re:RAM now represents 35 percent of bill of materials for HP... by adornKey on Thursday February 26, 2026 @03:35AM (#47163484)
Once everybody has a decent amount of VRAM they can just run local AIs and the need to mess with Ad-laden search results will fizzle. So of course they are desperate to grab a new monopoly. People haven't realised yet, that local AIs are fast and produce good results - on pretty average hardware. If they don't manage to grab a new monopoly Google will be history.

But it doesn't really need a nefarious plot for the price spikes. There is a serious lack of VRAM deployed out there. Filling that gap will take quite some time. Add to that the nefarious plot and the situation will most likely get even worse....

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Re:RAM now represents 35 percent of bill of materials for HP... by mrob on Thursday February 26, 2026 @03:50AM (#47163585)
LLM inference is mostly read only, so high-bandwidth flash looks like it could provide huge cost savings over VRAM. It's not yet in commercial products but there are working prototypes already. Previous HN discussion:

https://news.ycombinator.com/item?id=46700384

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Re:RAM now represents 35 percent of bill of materials for HP... by jug on Thursday February 26, 2026 @06:41AM (#47164721)
AI companies yes, RAM manufacturers no.
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