this post was submitted on 17 Feb 2026
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Well.. The ram manufacturers will have a great surprise when AI doesn't continue growing exponentially and all their other customers have died.
But at least we made the line go up this quarter I guess.
I doubt RAM manufacturers will feel any pain. From the article,
If they're really being prepaid three years in advance that's a huge cushion. Of course this assumes that it's really money and not just a contract for more money.
LLMs haven't been growing exponentially for the past 2 years. What we are seeing right now are the final stages of optimizing the product(by OpenAI, Anthropic, etc.), and initial stages of consumers/companies figuring out actual effective areas of application.
Effective areas of application are basically nil.
Not sure what else to say really.
^ this is a take that's only possible by being mis/uninformed. Talk to software engineers this month and ask if Claude Code is effective in their field.
(I don't blame you, it's a rampant opinion on Lemmy)
I work in IT, I'm not a coder. I've seen this stuff used for office things and the output from all that is basically trash.
It's like having a child for an assistant who is high on LSD all the time but has a remarkable grasp on the English language despite all of that, and they speak incredibly confidently regardless of the topic.
The work basically needs to be double checked at every step and often needs to be rewritten. It doesn't really save time, just moves your workload from producing the text to being a copy editor.
I'm an experienced programmer. I've used Claude Code and though it's initially impressive the results are still hit and miss. If the job is very simple and/or you're starting from scratch it can do OK but it takes a bit of time to review what it did. If it isn't simple or you're working on a large and complex code base the chances of it getting it right get low enough that you're on balance better off doing it yourself. You're going to have to review all the changes carefully anyway, and if they're not right you'll be backing them out and retrying different prompts repeatedly when you could just be writing the code.
aaaaaaaaahahahahahahaaaaaaaahahahahaaaaaa.
Not.
I don't think RAM manufacturers will feel any pain. There might be fewer consumer electronics manufacturers after this, but the same demand for consumer electronics. There will be about the same level of production, but just by fewer manufacturers.