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this post was submitted on 31 Dec 2025
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Once the demand for those gpus fall of a cliff they’re still going to have that memory produce and need to put it somewhere. There won’t be “gaming on a used cheap datacenter” GPU, but there will be memory that needs to be put into something.
At best it'll be back to normal pricing, the memory producers haven't really bothered to expand production, after all they probably make more money with limited supply. The contracts that companies have signed with the big three memory producers also, afaict, aren't just for "memory" in general, but specifically for memory meant for HBM and unified, so that "memory that needs to be put into something" can't be put in a normal computer.
I also think that even if the AI crash leads to increased consumer supply, companies will keep price gouging. There's no particularly good reason for them to try to return prices to lower than before. "competition" on the "open market" doesn't ever seem to be very good at lowering prices after a spike like this.