Steve Burke

speaker

449 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Steve Burke’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Better Offline · AI Made Everything Expensive (ft. GamersNexus) · 15 Jul 2026 podcast

But one of them is the memory industry has convictions, actually, in its past of price-fixing collusion and, as the DOJ dubbed it, cartel-like behavior.

So this goes, the early 2000s, there was a bust.

2016, 2018, there was an attempt at a similar lawsuit.

In the early 90s,

The memory manufacturers were talking about how they thought their competitors were price fixing and colluding.

And so this is a long and storied history where they, and now there's an active lawsuit, punitive class action for price fixing.

So there's that antitrust aspect, which that obviously, you know, prices would be higher if you're just doing illegal things to make the prices higher.

There's also the sort of physical manufacturing side where,

which is that to make memory, it's not quick to get another fab online, and the companies seem to sort of signal to each other through earnings reports whether they're going to expand capacity or maintain capacity of their fabs, which are factories for memory.

So there's that aspect, which is if there's a real or not a sudden increase in demand, there's going to be a long latency to react to that with more supply if they even want to.

So the current projections are 2028 or 2030 if we're getting more fabs online.

The other reason it goes up, though, is really simple, which is that

In a server that goes in a data center, some of NVIDIA's newer solutions will use one and a half terabytes of system memory.

So that's DRAM.

Yeah, LPDDR, typically, yeah.

Yeah, so Grace will use, I think it's 5X, I think is what they're on.

Yeah, so they do... The single blade for the big boy is one and a half terabytes of system memory alone.

And for perspective, a consumer desktop computer might have 16 gigabytes.

With Windows these days, you'd probably want like 32.

And they're taking one and a half terabytes for one...

Showing 41–60 of 449 · page 3 of 23