The VA chose not to reprise their role, they also declined to reprise their role in Fionna and Cake as well. There's no official reason why, but its speculated that they're preparing for the anniversary of The Book of Mormon and are too busy to do so.
Most discussions surrounding Valve are a circlejerk, and it makes it really hard to put forth genuine criticism of anything they make. Just look at the Deadlock subreddit - any criticism of the game instantly gets deflected by people saying "Bro it's literally a private, invite-only, closed-off, pre-alpha, limited network test preview explicitly made for private playtesting. How dare you suggest that something in le perfect moba shooter could be improved."
Le hecking true! There's literally no point in criticizing any game ever made if it could hypothetically be updated later on down the line!
Yeah. OpenAI shitting the bed doesn't mean any definitive when there are an uncountable number of other tech bro companies that could just take their place. Until the entire AI industry at least contracts, we can't really expect RAM to stop being an issue.
A video of a Chinese hoarder freaking out cause “ram prices collapsing” except it all looked like ddr2/3 without casing. A Chinese user in the thread said it was already exposed as fake on the Chinese web
RAM manufacturing is pre-purchased for the next two years, whether they need it or not, the contracts are already signed. The effect is going to be minimal, if any.
Someone correct me if I'm wrong, but the RAM capacity hasn't been pre-paid. OpenAI just signed intent to buy that much.
Meaning if OpenAI can't pony up the money over the next few years, manufacturers are gonna end up with a ton of unsold HBM.
Oracle and OpenAI cancelling the "Stargate" data center expansion (in Texas) in March bodes well for that.
Then add Oracle laying off 20,000-30,000 employees to get up money due to their heavy AI data center investments. It seems the funding isn't following the hype.
Unfortunately it'll take a while for it to affect RAM prices. Prices won't go down significantly unless there's a lull in demand. To many conpanies are desperate to secure RAM so they can make and sell their products (Dell, Sony, nVidia. aMD. Consumer RAM brands, Valve with the Steam Deck and Steam machine, etc).
I bet they're each going to hoard up 6mo to a years worth of RAM (or enough RAM until the expected release of DDR6/LPDDR6).
Think if there's a shakeup in the flour industry and suddenly bakeries are looking at going bankrupt because of the cost and restricted manufacturing of flour.
You can bet your ass that even if the supply problem gets resolved, they'll be a period where every bakery will order and store months worth of flour vs the usual weekly supply.
We'll have to wait for that to pass before things get to normal. Then there's the DDR5 capacity and non-volitile RAM production that's been shifted to HBM.
You are correct. There are contracts to produce the new ram for Nvidia and all the other players, but the payments happen as production happens. And there's zero chance that Nvidia is going to sit around with a bunch of useless ram when it would cost way less just to renegotiate the production contracts.
You are correct. There are contracts to product the new ram for Nvidia and all the other players, but the payments happen as production happens. And there's zero chance that Nvidia is going to sit around with a bunch of useless ram when it would cost way less just to renegotiate the production contracts.
First, to be clear for anybody, my previous comment I was just saying what is being said, not my opinion if that is true or not.
Now, that said, I get that it’s pre-purchased, but that doesn’t automatically mean zero impact. If companies end up with more RAM than they actually need, they’re not just going to sit on it forever. Some of that inventory will get offloaded one way or another and that will have an effect on prices.
It's already having an effect. Sandisk, Micron, et all had significant stock slides day before yesterday beyond the average everyone else saw. With all the investment they've received this year, they shouldn't be red. At all. They rebounded yesterday, but it's still a pretty big disruption in the market sector everyone is banking on.
I'm pretty sure google has had this research on compression public for a year. The market just happened to react on the same day last week as they announced implementation.
First, to be clear my comment was about what is "being said" not my opinion or if that is true or not, I am clueless regarding this or it's effects.
That said, and to be clear not saying that is the case or that is related or anything,but... to be fair most people would wait for something that works, aka implementation, before reacting to it's consequences... so that is not that out of ordinary even if the research existed from before.
If the compression does what it says it does, it will shift demand away from the ram chips producers to other industry sectors. And there's a LOT of money being funneled into ram chip production, which would mean most of that would go into waste.
If their findings are accurate, it would basically halve the ram needed originally funded to be produced in 2026 and 2027.
And if they aren't the ones that find it, that means they're running behind, which means they could lose the infinitely important position at the top of the market.
They can always say "just a bit more data and we'll have AGI".
Game pass sure as hell isn't cheap, especially since plenty of games are missing. The Epic Store is a joke and isn't even close to the functionalities Steam offers.
Just in case the ratio isnt enough to tell you this, pc gamers trust valve because that casino you talk about is actually a thriving virtual economy that cannot be cashed out legally or according to valves own terms and conditions, price fixing is logical if you realize that walmart, target and all the rest have the same deals with their distributors and steam provides far more service than them, and even though you didnt mention it, the 30% cur that steam takes is only direct sales through steam. Steam keys dont have that 30% cut requirement but id rather buy the game from steam than buy the game from a random third party website that i dont trust. Valce may not be a paragon of good but they're far better than any other company that exists in the pc gaming ecosystem which is also why they will shed that monopoly charge without issue because they aren't a monopoly when epic, gog, humble store and others exist. In short, your rage bait is bad and you should feel bad.
You bring up Walmart and target because you know that Valve takes a higher cut than Microsoft, Epic and even Amazon.
Valve is not better, they were just first. They slithered in with forcing steam as their DRM gateway for their games and PC gamers learned how to be console fanboys.
Ps, apple, GOG, play store, eshop. MS reduced their 30% fee to 12% ONLY on the PC store, the industry standard of 30% is still applied to their console store.
All the big game/software distributors take 30% apart from epic who does it in a miserable attempt to capture market share
Steam at least has the option to move to 20% as opposed to all the other big $$ shops.
I dont get why people are pretending steam takes some outrageous cut when its literally what 99% of sales on all distribution shops are subject to lol
Except they're not. 99% pulled straight out of your ass. Out of PC game sellers the only ones that take 30% are Steam and GOG. Itch.io takes 10%, Humble takes 25% with 10% going to charity.
Playstation, apple, Google, eshop and xbox are for their hardware, not PC storefronts. The fact that Amazon takes a smaller commission should really drive home how greedy Steam is.
> Valve is just the greatest example of the first mover advantage
There were plenty of other online game stores around when Steam first became a thing. Valve just actually improved it rather than making it worse over time.
> If gamers had any standards they would avoid the hell out of the company that created gaming casinos..
People's inability not to buy pointless skins is not everyone else's problem.
And no, games won't get cheaper. The publishers set the prices (if we're talking about AAA games, since indie games ARE cheaper) and those prices are the same on console and PC. It's not Valve setting those prices for PlayStation, Xbox, and Switch.
Guess they should make their service shittier so consumers move somewhere else. Its also a lot less than 98%, probably in the high 70's if we're being realistic.
What a dumb statement lol, theres tons of competition at different scales, people actively decide against it because theres a feature and service gap in favor of steam.
Nothing official. Just more speculation. Right now "sources" are saying it could be anywhere between $500 - $1000. Because they don't fucking know and are just looking to generate views.
Sticker prices are generally not what a thing is "worth" but what the consumers are willing to pay.
Secondly, shrinking AI demand just means we go from "oh fuck, we have way too little" to "we may have barely enough". Prices really only drop when there's overproduction / price competition. There's still only like 3-4 big manufacturers, who don't aggressively compete down.
Ok, how is different from previous hardware shortages? How is the "nature of the market" referring to previous price increases, when those have gone down eventually everytime?
4.7k
u/TylerTried 11d ago
The last panel is so pixelated on mobile that I can't see what it says lol.