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Ask HN: Why don't GPU/TPU manufacturers commoditize their RAM complement

4 points DoctorOetker | 1 comments | 07 Dec 25 16:25 UTC | HN request time: 0.275s | source

Wouldn't say nvidia sell more GPU's if RAM prices were lowered? What prevents them from buying up IP / RAM fab labs and commoditizing the blueprints for its manufacture? Perhaps to the public at large, or perhaps just relicensing it for very low prices to entities in friendly nations?
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theandrewbailey ◴[07 Dec 25 16:36 UTC] No.46182959[source]▶
RAM isn't their business, and that market has lots of ups and downs. What happens to Nvidia's hypothetical RAM investments when the AI rush is over and RAM is cheap and can't compete in that market? They've come to the logical conclusion to let the RAM companies do their thing.
replies(2): >>46183155 #>>46183410 #
1. onion2k ◴[07 Dec 25 17:03 UTC] No.46183155[source]▶
They spend a billion or twenty persuading everyone that they need more RAM, and software developers bloat their apps until it's true. The market for memory continues to thrive.