Телеграм канал «Digital Warriors United»

It is a little more complex than simply saying data centers are eating up all the available hard drives. There are really two issues happening at the same time.

First, while there are a lot of companies that sell solid-state drives, the main chips that make those drives work are only produced by a smaller number of major manufacturers, with Samsung being one of them.

Second, many data centers that are not even built yet have already pre-purchased hard drives that have not even been manufactured yet. These orders are being placed at least a year in advance. I know this personally because I work for a government contractor, and a few months ago we tried to place around $50,000 worth of orders for multiple groups we support. We were told we could not make those purchases because the drives were not available, and they explained that future data center demand had already absorbed a large amount of the supply.

Memory is a similar issue, and there is currently an active lawsuit involving the three companies that produce most of the world’s memory supply.

There is some conspiracy-level stuff in the lawsuit, but the main issue being alleged is that these companies shifted production away from normal consumer RAM and toward HBM, which stands for high-bandwidth memory. In simple terms, HBM is used heavily in large data centers and AI hardware, and it requires significantly more silicon wafers than standard consumer DDR5 memory.

The claim is that these three companies are not increasing production or expanding capacity enough to support both HBM and consumer-grade DDR5 demand. On top of that, they allegedly control distributor inventory so that distributors cannot hold more than a certain amount of stock.

The barrier to entry for any new memory manufacturer is also massive. Starting a new memory production operation can cost around $15–20 billion and take roughly 3–5 years to build and fully bring online. Even then, it is extremely difficult for a new company to enter the market because the equipment and silicon wafer supply chain is so tightly controlled.

There is also only one major company that makes the highly specialized machines needed to produce these advanced chips. Those machines can cost around $100 million each, and because the existing major memory manufacturers keep that supplier backed up with long order backlogs, it becomes nearly impossible for new competitors to break into the market.

This is also not the first time companies in this space have gotten in trouble for similar behavior. Back in the 1990s and early 2000s, major memory manufacturers were penalized for price-fixing and anti-competitive conduct. Micron and Samsung were both involved in investigations, Samsung paid hundreds of millions in fines, and some executives in the industry even went to prison.

So the issue is not just “data centers are buying everything.” It is a combination of data center demand, long-term pre-purchasing, limited chip manufacturing capacity, high barriers to entry, and a memory market controlled by only a few major players.

Good Morning Friends

Now the cat is out of the bag with Trump's address to the Nation
( https://www.youtube.com/watch?v=iIlqG0untYM ) the news no doubt will heat up.

It's going to be a fun time ahead.

Enjoy your day

Peace Profound

Many people who enjoy symbolic or spiritual interpretations see repeating numbers as reminders to pause and reflect. A common interpretation of 8:22 is:
8 is often associated with abundance, responsibility, achievement, balance, and the cyclical nature of life.
22 is sometimes called a "master builder" number in numerology, representing turning vision into practical reality through patience, cooperation, and disciplined effort.
Together, some people interpret 8:22 as an encouragement to align your actions with your long-term values and to build something meaningful step by step.

Many people who enjoy symbolic or spiritual interpretations see repeating numbers as reminders to pause and reflect. A common interpretation of 8:22 is:
8 is often associated with abundance, responsibility, achievement, balance, and the cyclical nature of life.
22 is sometimes called a "master builder" number in numerology, representing turning vision into practical reality through patience, cooperation, and disciplined effort.
Together, some people interpret 8:22 as an encouragement to align your actions with your long-term values and to build something meaningful step by step.

Good Morning Friends

Are we awake?

The Best Is Yet To Come