To The Moon

Nvidia AI chips now eating memory like hungry customer eating prata.

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The newest chip from Nvidia, called Rubin, needs 288GB of RAM.

Wah… that one 8x more memory than a high-end PC, and 23x more than a smartphone.

Like one customer come in say, “Muthu, give me one prata,” then suddenly order 23 prata with egg, cheese, tissue, everything.

Last time the Nvidia H100 chip only needed 80GB RAM.

Now jump until 288GB. Every new chip like customer appetite getting bigger and bigger.

Then got another problem.

Big AI bosses like Alphabet and OpenAI are buying millions of Nvidia AI chips.

Like rich customer come prata shop and say:

“Muthu, I book the whole stall tonight. All the prata for me.”

So global memory supply become tight.

Prices now crazy:

16GB DDR4 RAM up +2352% YoY to $76.90

8GB DDR4 RAM up +1873% YoY to $28.90

Memory market now like Saturday midnight supper crowd — total chaos.

But Muthu boy got one more theory.

Ever since Blackpink star Lisa say she likes prata, suddenly everybody want to eat also. (Joke) 

Tourists come Singapore say:

“If Lisa eat prata, I also want!”

Now outside Muthu stall got AI engineers, tourists, investors, K-pop fans all queue together.

So moral of the story from Muthu boy:

AI chips eating memory like crazy…

and because Lisa like prata…

**Both RAM and prata now facing global shortage

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