News for hackers. Stuff that matters.

A comment on AMD Ryzen AI Halo – $4k AI Dev Kit. Parent comment

Re:AMD Ryzen AI Halo – $4k AI Dev Kit by saltcured on Monday July 06, 2026 @02:42PM (#48808749)
RAM is more like agricultural products (with short shelf-life) than commodities like fossil fuels, mineral ores, etc. You can manage an inventory or speculate on production, but you cannot really hold a "portfolio" of it in any sensible way.

So, you should get into RAM futures if you believe this is more than a transient arbitrage sort of situation. All extant RAM will become obsolete as the demand shifts to newer, fancier versions.

[ Parent | on HN ]
Re:AMD Ryzen AI Halo – $4k AI Dev Kit by Tenoke on Monday July 06, 2026 @02:48PM (#48808829)
>but you cannot really hold a "portfolio" of it in any sensible way.

xAI effectively did and lucked out to cover their losses and more with it.

[ Parent | on HN ]
Re:AMD Ryzen AI Halo – $4k AI Dev Kit by fc417fc802 on Monday July 06, 2026 @07:23PM (#48811795)
> All extant RAM will become obsolete

Yes but on what timescale? Replacing the > 5 year old sticks in my laptop would currently cost well over half what the machine ran me when it was brand new.

[ Parent | on HN ]