[HN Gopher] Apple's 512GB Mac Studio vanishes, a quiet acknowled...
       ___________________________________________________________________
        
       Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the
       RAM shortage
        
       Author : rbanffy
       Score  : 343 points
       Date   : 2026-03-08 10:54 UTC (12 hours ago)
        
 (HTM) web link (arstechnica.com)
 (TXT) w3m dump (arstechnica.com)
        
       | znpy wrote:
       | Apple recently introduced rdma support in mac os. They are
       | probably trying to push those people buying the 512gb
       | configuration towards buying more of the 256gb configuration and
       | clustering them together.
        
         | PostOnce wrote:
         | A consumer computer company is not going to push people towards
         | building a miniature HPC cluster. Closest we'll ever get to
         | that is multiple GPUs for video games.*
         | 
         | *Nvidia is no longer a primarily consumer company, so all the
         | other GPU stuff is no counterpoint
        
           | MaxikCZ wrote:
           | One could argue that if you are buying 512gb RAM machines you
           | are not a typical consumer.
        
           | znpy wrote:
           | Apple isn't really a consumer company. It does both consumer
           | and enterprise stuff. Just look at all the fleet management
           | stuff it does for ios and mac os.
           | 
           | And besides that, high end macbook prod and studios are
           | workstation-class computers, not consumer-level computers.
        
             | tonyedgecombe wrote:
             | It's definitely a consumer company when you compare it to
             | Microsoft.
        
               | znpy wrote:
               | The comparison is completely irrelevant.
        
           | hylaride wrote:
           | > A consumer computer company
           | 
           | Apple isn't a just a consumer computer company. Both iPhones
           | and Macs have very large business markets. In fact, I'd argue
           | that the primary reason Apple hasn't locked down MacOS as
           | much as iOS is that it'd absolutely kill the demand from
           | software developers.
        
           | citizenpaul wrote:
           | The second I saw llms run on gpus i started trying to predict
           | the last year that nvidia produces a consumer GPU product.
        
             | carefree-bob wrote:
             | I am doing the reverse, and trying to predict the last year
             | that LLMs use NVIDIA GPUs. It's just an accident of history
             | that video game cards are useful for LLMs, and there is
             | absolutely nothing that NVIDIA is doing from a design
             | standpoint that the big hyperscalers can't do on their own,
             | cutting NVIDIA out, and doing a better job of it as they
             | know their own unique needs. The only advantage NVIDIA has
             | is supply chain relationships and it takes time to
             | establish those, but once that's done, we'll see all the
             | big companies rolling their own silicon and no longer
             | relying on NVIDIA.
        
         | storus wrote:
         | Weren't 512GB models selling like hot cakes to the complete
         | surprise of Apple? Wait time was up to 3 months last time I
         | checked. Glad I got mine last October.
        
           | appreciatorBus wrote:
           | "Like hot cakes" is relative.
           | 
           | > The 512GB Mac Studio was not a mass-market machine--adding
           | that much RAM also required springing for the most expensive
           | M3 Ultra model, which brought the system's price to a
           | whopping $9,499.
           | 
           | Number of people willing the number of people willing to
           | spend $10,000 on a computer is pretty tiny. Maybe they are
           | common enough in HN circles, but I doubt any one at Apple is
           | losing sleep over them.
        
             | dangus wrote:
             | Of course, $10,000 workstations for a corporation working
             | on AI products might just be a necessary tool.
             | 
             | Just a guess, but I think it's entirely possible that Apple
             | sold through the full production run that they intended for
             | this generation of the machine and they don't want to order
             | a new batch before the next generation of processors come
             | out.
             | 
             | I have to think that Apple is close to replacing the M3
             | Ultra with an M5 Ultra or something of the sort.
        
             | storus wrote:
             | A retailer told me they sold more 512GB RAM MacStudios than
             | any other type. N=1 I know but still...
        
               | __patchbit__ wrote:
               | There is a $6 thousand value add service to configure
               | your Mac Mini with AI and have that accessible over
               | iMessage.
        
           | rattray wrote:
           | Curious, what do you use it for?
        
             | jonhohle wrote:
             | Probably an Electron app or two.
        
             | storus wrote:
             | Huge local thinking LLMs to solve math and for general
             | assistant-style tasks. Models like Kimi-2.5-Q3, DeepSeek-
             | XX-Q4/Q5, Qwen-3.5-Q8, MiniMax-m2.5-Q8 etc. that bring me
             | to Claude4/GPT5 territory without any cloud. For coding I
             | have another machine with 3x RTX Pro 6000 (mostly Qwen
             | subvariants) and for image/video/audio generation I have 2x
             | DGX Sparks from ASUS.
        
               | ganoushoreilly wrote:
               | We must be twins, i've got the same three working in a
               | cluster.
               | 
               | I was really excited to see where the GB300 Desktops end
               | up, with 768gb ram but now that data is leaking / popping
               | up (dell appears to only be 496gb), we may be in the
               | 60-100k range and that's well out of my comfort zone.
               | 
               | If Apple came out with a 768gb Studio at 15k i'd bite in
               | a heart beat.
               | 
               | https://www.dell.com/en-us/lp/dell-pro-max-nvidia-ai-dev
        
               | storus wrote:
               | Yeah, I didn't want to spend more than 50k for local
               | inference stack. I can amortize it in my taxes so it's
               | not a big deal but beyond it would start eating into my
               | other allocations. I might still get M5 Ultra if it pops
               | up and benchmarks look good, possibly selling M3 Ultra.
        
           | irusensei wrote:
           | Any custom configuration takes a while for them to prepare. I
           | remember my M3 max took 2 or 3 months to a arrive.
           | 
           | Good thing is they only seem to charge when device ships so
           | if an M5 comes along you should be able to cancel the m3
           | ultra and get the m5.
        
       | pera wrote:
       | I was just looking to buy a Raspberry Pi 5: the 8GB one is now
       | 58% more expensive than last year; that's more than what I'm
       | willing to pay.
        
         | abnercoimbre wrote:
         | What will you do? eBay?
        
           | pera wrote:
           | Maybe if I can find an unused one, still not sure tbh... Or I
           | might go for an alternative SBC from AliExpress and
           | compromise on CPU
        
             | pjmlp wrote:
             | Old Android phones might also be an option, depending on
             | the use case.
        
             | giancarlostoro wrote:
             | I cant personally comment on them since I havent grabbed
             | them yet but these are two Pi clones I was considering:
             | 
             | Radxa Rock 5C and Orange Pi 5
             | 
             | I would do research on them because they are a similar form
             | factor and usually cheaper for more memory... the software
             | will be different.
        
               | benbojangles wrote:
               | i'm running qwen3.5:0.8b on my orangepi zero 2w, low
               | token/s but it still runs. I think i paid around PS14 for
               | it over a year ago but now the same board is double
               | price. I wouldn't buy a computer right now of any kind.
               | It's a bubble.
        
         | gzread wrote:
         | Raspberry Pi hasn't been a cheap SBC for a long time. It's now
         | in the same market segment as a NUC, but without the case and
         | with worse price to performance.
        
         | esskay wrote:
         | Unless you specifically need a pi (unlikely) then they really
         | are awful value now. Hard to really go out of the way to
         | support them now they've stuck two fingers up at the
         | solo/indie/educational community and gone all enterprise.
         | 
         | Second hand mini pc's are a good option. Half the price of a pi
         | 5 + sd + power and you often get them with 16gb ram, a decent
         | ssd, etc.
         | 
         | If you need GPIO then many of the rockchip boards are still
         | fairly affordable and easily had.
        
           | mort96 wrote:
           | The Pi isn't great value, but honestly, I'm finding it hard
           | to find a better trade-off between price, performance and
           | software support right now than the compute modules for
           | embedded projects where you can afford to spin a custom PCB.
           | Especially for low-ish volume or prototype stuff.
        
             | teaearlgraycold wrote:
             | I also love the compute modules for their size. Stick one
             | on a nano base board and they're half the size of a Pi 5.
             | TBH the standard Pis are a bit frustrating with all of the
             | IO. I do not believe the average purchaser is using one as
             | a PC replacement and wants 4 USB ports and 2 HDMI ports.
             | I've never seen one in use like that. They are mostly
             | servers or driving a single display without any user input.
        
           | dwedge wrote:
           | Don't forget the case and fan. I think the RPi 3 was the last
           | one you could comfortably run without a fan and not worry
           | about it frying the SD card
        
             | mort96 wrote:
             | Completely depends on what you're doing. If you're doing a
             | lot of sustained compute, or doing graphics, then yeah
             | you're gonna want some cooling. But it's a useful little
             | machine for all kinds of tasks which don't cause sustained
             | high power consumption.
        
               | dwedge wrote:
               | Two fried on me. One was just running a printserver
               | without a case. It was in summer so ambient temperature
               | was around 32C but still, you telling me you use rpi 5
               | without even a cooling case?
        
             | WillAdams wrote:
             | I've had an rPi4 running a copy of a forum and server (for
             | reference) in one of the fancy aluminum cases which
             | passively cools for a couple of years now, no issues.
        
               | esskay wrote:
               | The big chunky aluminum ones do seem pretty good on the
               | pi 4. I had one in the flirc case for a long time and it
               | never seemed to have issues. Obviously adds to the cost
               | though. Also not sure if the Pi 5 works as well in them
               | given its higher thermals, and the Pi 4 didn't exactly
               | run cool so imagine the 5 might throttle occasionally
               | without active cooling.
        
               | dwedge wrote:
               | Yeah I should have been more specific, a fan isn't the
               | only option but you need either a fan or a cooling case.
               | Running them naked is too risky now
        
         | dwedge wrote:
         | The raspberry pis have been bad value for money for at least 4
         | or 5 years now unless you're really sensitive to the power
         | draw. Once you add in a case and fan (required if you don't
         | want it to overheat and screw the SD card), the charger, SD
         | card it generally comes in at roughly the same price as more
         | capable intel 1L PC like the Lenovo M920Q (though of course,
         | they aren't new)
        
           | pera wrote:
           | Yeah power consumption (and performance per watt) is the main
           | reason I keep buying Raspberry Pi, I haven't find anything
           | similar on that regard, specially for pi zeros
        
             | irusensei wrote:
             | It's also very hard to encounter x86 machines that can be
             | powered from PoE.
        
               | zrobotics wrote:
               | I'm on mobile so can't easily pull up an example part
               | number, but digital signage controllers can often be PoE
               | powered. They're insanely overpriced new from the actual
               | suppliers, but for hobby projects they can normally be
               | sourced relatively easily on ebay. The trick is that many
               | of the ebay sellers don't bother listing the specs, so
               | you need to first search digital sign cintroller/computer
               | on ebay then look up the spec sheet from the model
               | number.
        
               | dwedge wrote:
               | Another annoyance is that you need to buy a hat for PoE,
               | it seems like an oversight
        
             | teaearlgraycold wrote:
             | I really like the ecosystem around them. All of the nice
             | compact hats, the software, the 3D print files. Very
             | googleable which also means easy to get help from an LLM.
        
         | neya wrote:
         | There were a couple alternatives for a few years. Wonder if
         | they are a better value for money now. Beaglebone Black, Orange
         | Pi, Jetson Orin Nano, etc.
        
         | irusensei wrote:
         | Geez you just agro the x86 guys.
         | 
         | Have fun reading 40 answers about how discarded Lenovos from
         | 2017 are cheaper and stay idle at 5W. It springs to 3x the
         | power usage of a pi if they do anything with it but who cares
         | about performance per Watt?
        
       | ErneX wrote:
       | > Pricing for the 256GB configuration has also increased, from
       | $1,600 to $2,000
        
         | cobertos wrote:
         | Is that a typo in the article? It's $5999 on Apple's website
         | for that configuration
        
           | tekacs wrote:
           | I think this means cost above. As in the extra cost you pay.
        
           | ErneX wrote:
           | It's what toggling the 256GB upgrade costs from the previous
           | ram amount, not the computer total.
        
       | mkl wrote:
       | I'm trying to work out if I should buy a 48GB M4 Pro Mac Mini
       | now, or wait for M5 Pro ones later this year. For AI/ML purposes,
       | mostly. As far as I can tell, the new M5 MacBooks didn't go up
       | much or any for the same amount of RAM?
        
         | deelowe wrote:
         | I don't expect the ram situation to get any better soon if
         | that's what you're asking.
        
         | discordance wrote:
         | Depends what kind of AI/ML purposes you are intending to work
         | on
        
         | mikkupikku wrote:
         | At this point is the performance advantage of Apple CPUs even
         | worth it if you can't upgrade the ram itself? I'm thinking you
         | might be better off building a PC and putting the absolute bare
         | minimum RAM in it, with plans to swap that out with good stuff
         | in a year or two once the RAM market stops being insane.
        
           | htsh wrote:
           | are we sure the RAM market will stop being insane in a year
           | or two or could this be the new norm?
        
             | onli wrote:
             | Why should it be the new norm? We have an abnormal
             | situation now, of massive amounts of investor money being
             | poured into unprofitable bets, that this time had the side
             | effect of eating up hardware components. There are two
             | possible outcomes:
             | 
             | 1. Yes, it's the new normal, then production capacity will
             | be increased and prices fall.
             | 
             | 2. No, it's not the new normal, the bubble pops and
             | component prices come crashing down when buyers default
             | etc.
             | 
             | Option 2 has been the normal outcome of these situations so
             | far. But sure, questions remains how long all of this will
             | take.
        
               | lukan wrote:
               | Option 3: the global wars increase and continue to be the
               | new normal with shipping routes disturbed until the
               | climax, china annexes Taiwan.
               | 
               | In that case prices will continue to rise (among other
               | things).
        
             | mikkupikku wrote:
             | I don't know if it'll be a year or two, hard to say exactly
             | when the AI bubble will pop, but I feel quite certain it's
             | coming. The AI stuff is great but most of the money being
             | thrown around to all these different companies is mostly
             | going to be wasted. Investors don't know who the winners
             | and losers will be, just like when people were investing in
             | pets.com instead of amazon.com.
        
             | gzread wrote:
             | Every ten years the RAM cartel raises prices (it's not
             | really about AI, see Gamer's Nexus) and every ten years it
             | is forced to lower them again.
        
           | mkl wrote:
           | It's the RAM bandwidth that's the advantage, 300GB/s for M5
           | Pro. RAM in slots is way slower, ~50GB/s.
        
             | jsheard wrote:
             | But for ML workloads the comparison isn't between slotted
             | CPU RAM and Apple's unified RAM, it's between Apple's
             | unified RAM and dedicated GPU VRAM, which can more than
             | double even the M3 Ultras bandwidth at up to 1.8TB/sec.
             | Apple Silicon makes a unique set of trade-offs that shine
             | in certain areas but they are still trade-offs nonetheless,
             | so it really depends on what exactly you're doing with the
             | hardware.
        
               | zozbot234 wrote:
               | Dedicated GPU VRAM is much scarcer than the unified RAM
               | you get on Mac platforms. This is a big deal for SOTA
               | LLMs that combine high memory footprint with a need for
               | high memory bandwidth in order to get acceptable
               | performance.
        
         | bombcar wrote:
         | I wouldn't buy a local machine for AI/ML purposes unless you
         | have an actual defined use case and programs to run (perhaps
         | even being able to test them at an Apple Store).
         | 
         | Otherwise you may end up like others using a high-spec Mac mini
         | to just access online models.
        
           | quietsegfault wrote:
           | I do not appreciate you calling me out personally!
        
             | classified wrote:
             | Which one are you, Mac or Mini?
        
         | itg wrote:
         | The AMD Strix Halo pc's are another option. I was also debating
         | between a mac mini but decided to go the AMD route.
        
           | freedomben wrote:
           | I'm eyeing that seriously too. Are you running linux on it by
           | chance? Would love to hear from someone running linux on a
           | non-Apple AI capable machine
        
       | bombcar wrote:
       | They may be trying to sell through the existing CPU before a
       | launch (soft or not) of the M5-based versions (though I've heard
       | the rumor is there will be no M5 Ultra and we might be looking at
       | an M6 Ultra later in the year).
        
         | reactordev wrote:
         | This is most likely the case. They ended their production run
         | and have inventory (or so they thought). Now with the rush for
         | LLM power, they sold out of them and they no longer have that
         | inventory. This was a surprise to their bottom line AND their
         | supply chain logistics plan!
         | 
         | I'm sure they wanted to order more but were priced out for the
         | increase in ram costs. Apple probably decided it wasn't worth
         | it until they revamped the architecture (and put a larger order
         | in this time around).
         | 
         | I'm not a buyer but I suspect that's what's playing out right
         | now behind closed door meetings.
        
           | Terretta wrote:
           | Regret on a $10k desktop rendered obsolete for purpose (the
           | 512GB of RAM only has so many applications) months later is
           | not a great look. It's good long-term brand value thinking to
           | close the regrets window earlier.
           | 
           | Definitely "Caution" stage:
           | https://www.macrumors.com/roundup/mac-studio/
        
             | pstuart wrote:
             | Perhaps not? Think of all the Chrome tabs you could keep
             | open at one time!
        
               | bombcar wrote:
               | 512 GB of RAM? Could probably have five tabs _and_ two
               | electron apps at the same time!
        
         | jmull wrote:
         | Interestingly, the "ultra" Mac Studio released a year ago was
         | based on the older M3, not M4. Apparently, the work to "ultra-
         | fy" a CPU is significant (which makes sense) so there can be a
         | lag.
         | 
         | Not that they have to follow pattern, but the a Mac Studio
         | ultra released later this year might be based on M4. Or one
         | based on M5 might be released a year or more from now.
        
           | groundzeros2015 wrote:
           | My understanding is "ultra-ify" means put two together. I
           | think it's about having inventory
           | 
           | https://www.apple.com/newsroom/2022/03/apple-
           | unveils-m1-ultr...
        
             | zozbot234 wrote:
             | It used to mean that, but the new M5 Pro and M5 Max have
             | separate CPU and GPU chiplets with an interposer, similar
             | to how the previous generation Ultras were based on
             | connecting two Max full dies. So it's unclear whether there
             | will be any Ultra for the M5.
        
               | avidphantasm wrote:
               | And here I was hoping they would put an M5 Ultra in a
               | MacBook Pro. Maybe they will add it as an option to the
               | 16" at a later date.
        
               | bombcar wrote:
               | I wonder if the MacBook Pro can handle the thermal
               | envelope of actually running an Ultra flat out.
        
               | wtallis wrote:
               | There are gaming laptops that come with power bricks
               | rated for higher output than a Mac Studio's power supply.
               | M3 Ultra levels of power dissipation _are_ possible to
               | handle in a laptop, but it wouldn 't look much like a
               | MacBook Pro. That kind of gaming laptop typically has
               | four fans (compared to two on a MacBook Pro), and large
               | vents on the sides, bottom, and back of the machine
               | allowing them to move a lot more air through the system.
        
               | pram wrote:
               | This is never happening, the Ultra needs a giant copper
               | heatsink.
        
             | kube-system wrote:
             | The existing ultras are two max dies connected together
             | with TSMC's CoWoS-S interposer. But as I understand the
             | interposer can have yield issues, so yes -- you put two
             | together, but it's not quite as easy as snapping together
             | legos.
        
           | foobiekr wrote:
           | It's really probably more about wafer and chip allocation.
        
           | fartfeatures wrote:
           | The M4 Max lacks the UltraFusion interconnect, making an M4
           | Ultra impossible. We might however see an M5 Ultra due to the
           | new Fusion Architecture in the M5 Pro and M5 Max chips (just
           | announced for the latest MacBook Pro), which uses a high-
           | bandwidth die-to-die interconnect to bond two dies into a
           | single unified SoC--similar in concept to UltraFusion but
           | evolved for better scaling, efficiency, and features like
           | per-GPU-core Neural Accelerators.
           | 
           | Reports and leaks strongly indicate Apple is preparing an M5
           | Ultra (likely fusing or scaling from the M5 Max using this
           | advanced interconnect tech) for a Mac Studio refresh later in
           | 2026, based on Bloomberg/Mark Gurman and other sources. This
           | would bring back the top-tier "Ultra" option after skipping
           | it entirely for M4.
        
             | JumpCrisscross wrote:
             | > _M4 Max lacks the UltraFusion interconnect_
             | 
             | Any idea why? Wasn't that on the M1?
        
               | bombcar wrote:
               | I suspect that the cost/benefit isn't there. Those who
               | need the "biggest Ultra" will be happy with the previous
               | generation or so, and so they'll refresh that on a 2 or 3
               | year cycle.
        
         | caseyf7 wrote:
         | There will absolutely be an M5 Ultra. Gurman has confirmed it.
        
       | cyanydeez wrote:
       | Just got a strix halo ROG Z13 this month with soldered UMA
       | memory, 128GB LPDDR5X-8000. It cost ~$3k.
       | 
       | Amazon is selling 128GB memory kits @ 5600MHZ for $3k.
       | 
       | I think there might be a market failure guys.
        
         | tonyedgecombe wrote:
         | It's only a failure if manufacturers don't respond by
         | increasing capacity.
        
           | cyanydeez wrote:
           | This is like believing there's unlimited, instant-on
           | capacity. The same type of "we can just tariff whatever we
           | want, and magically, the market will figure it out".
           | 
           | That makes sense for a few products, but not something that
           | takes billions of dollars, multiple factories, etc to
           | produce.
        
             | tonyedgecombe wrote:
             | That is true. Apart from all the other times demand for
             | memory has exceeded supply.
             | 
             | You can't compare it to tariffs because the cheaper
             | alternative to investment is to bribe your politicians.
        
         | Aurornis wrote:
         | > Amazon is selling 128GB memory kits @ 5600MHZ for $3k.
         | 
         | 128GB memory kits are not $3K. Closer to half of that. Amazon
         | is not a good source of RAM pricing.
        
           | freedomben wrote:
           | Where would you recommend sourcing RAM?
        
             | Aurornis wrote:
             | Newegg has 128GB kits from quality vendors at $1500:
             | https://www.newegg.com/crucial-pro-128gb-ddr5-5600-cas-
             | laten...
        
       | chiph wrote:
       | I think it's unlikely that Apple is paying the spot price for
       | memory. They almost certainly negotiate delivery/price contracts
       | in advance. Maybe the contract for the chips used in the 512GB
       | model will expire soon?
        
         | ajross wrote:
         | Even if so, everyone lives in the same market. If Apple has a
         | contract for those chips at an artificially low price, it's to
         | their advantage to sell them to someone else at market value
         | instead of putting it in a Mac where they'd have to increase
         | price (and take the PR hit) significantly to make the same
         | profit.
        
           | tonyedgecombe wrote:
           | Not if their margin on the completed product is higher than
           | the potential profit on the memory.
           | 
           | My guess is they are doing this because they make more money
           | selling two 256GB devices than they do on one 512GB device.
        
             | don_neufeld wrote:
             | Or they believe the long term value of two customers is
             | bigger than one.
             | 
             | It can be about more than the single sale.
        
           | Faaak wrote:
           | That doesn't take into account the profit generated by
           | selling the mac in itself
        
             | thfuran wrote:
             | Or the fact that if they sell all their RAM without putting
             | it in devices, they won't be able to sell devices, and some
             | portion of their customer base will leave their ecosystem,
             | possibly forever.
        
               | ajross wrote:
               | The story is _literally_ about them cancelling a product
               | variant...
        
               | thfuran wrote:
               | And you think this is the first sign that they've decided
               | they're going to spend the next few years being a RAM
               | reseller before starting to sell consumer products again?
        
               | ajross wrote:
               | No, but "shipping less RAM" is clearly on that spectrum.
               | The point wasn't about literal product strategy, it's
               | that there's a limit to what actions are financially
               | feasible and it's set by "what else could you do with
               | that junk?"
        
               | zitterbewegung wrote:
               | Yea, wwdc is happening soon and the M5 ultra is in
               | production . The new pricing will be respective on the
               | highest config (768 gb is rumored) though.
        
               | storus wrote:
               | M5 Max has still only 128GB RAM at most; one would expect
               | 192GB if there was any indication M5 Ultra would have
               | 768GB RAM?
        
               | rz2k wrote:
               | The maximum memory configuration for the M3 Max MBP was
               | also128GB.
        
               | storus wrote:
               | That's my whole point. M3 Max 128GB -> M3 Ultra 512GB. M5
               | Max 128GB -> M5 Ultra 512GB. But if M5 Max 192GB -> M5
               | Ultra 768GB, i.e. Ultra having 4x the memory of Max.
        
               | zitterbewegung wrote:
               | It is a rumor at this time and we are going from M3 to M5
               | on the Ultra not the M4 to the M5
        
           | muyuu wrote:
           | it's Apple and they don't like to adjust prices to the market
           | 
           | other companies would have just hiked the price of the 512GB
           | model to reflect the lack of supply and to allow people who
           | really need that model to pay for it dearly
           | 
           | but that comes with some PR damage that Apple would rather
           | not deal with
        
             | rootusrootus wrote:
             | But they did raise the price of the 256GB model.
        
               | muyuu wrote:
               | Yep, but it they had to double or triple it on short
               | notice, they'd have just removed it from the store
               | instead, and I imagine that the RAM is going into 256GB
               | systems for more $$$ but still nothing really that
               | alarming for the consumer.
        
         | Thorrez wrote:
         | >Apple buys and uses so much RAM across all its product lines
         | that it's in a better negotiating position than the likes of
         | Framework or Raspberry Pi, but CEO Tim Cook acknowledged in the
         | company's last earnings call that memory pricing could begin to
         | eat into Apple's profit margins later this year.
        
           | cyanydeez wrote:
           | I would think the price gouging on memory tiers is why its in
           | a better negotiating position. Having 200% markup means minor
           | market conditions wont prevent them from payment.
        
           | AnthonyMouse wrote:
           | There's also the fact that they were charging $200 to add 8GB
           | of RAM _before_ the prices went up, when that much RAM was
           | something like $70 _at retail_.
           | 
           | The problem then is that when the supply gets more expensive
           | and you were already charging the maximally-extractive price
           | to customers, they can't eat much more of a price increase,
           | so instead most of it has to come out of margins.
        
             | rafaelmn wrote:
             | I was configuring my M5 MBP preorder and 48=>64 was 250 EUR
             | so not sure if they cut prices or your numbers are outdated
             | ?
        
               | Detrytus wrote:
               | Prices in the US are usually much lower than in Europe. I
               | just checked and 48->64 ram bump is still $200
               | 
               | I just did a 14" MBP with M5 Max, 128GB RAM, 4TB SSD,
               | nano-texture display. Price difference is $5849 vs 7004
               | EUR ($8136).
        
               | rafaelmn wrote:
               | I'd say half of that difference is that we have VAT
               | included in price.
               | 
               | But my point is that's a 16GB jump for 200$ not 8GB
        
               | bombcar wrote:
               | US prices are often low enough that it's almost worth the
               | flight just to grab one.
               | 
               | 14' MBP M5 Pro 64GB - $2999 or 3449 EUR
        
               | rafaelmn wrote:
               | That's not US prices, it's just price without VAT vs with
               | VAT included. US also has sales tax it's just not
               | included in list prices.
        
             | asdff wrote:
             | Actually that is relatively cheaper than Apple has ever
             | sold ram. They would always charge $200 for each ram
             | upgrade and it might have been only 4gb or less back then.
             | 
             | The twist now though is they started soldering in the RAM
             | with the retina macbook, so you can't run around apple's
             | extortionate pricing like you could in the past and just
             | buy components off the market.
             | 
             | Such a stupid cartoon evil villain move too, just to force
             | us into getting RAM from them. I have never been memory
             | bandwidth bound (Apple's excuse for soldering in the RAM)
             | in my life and yet I am forced to buy computers that
             | optimize for this at the expense of things I actually care
             | about like serviceability. And also consider the fact it
             | incentivizes people to buy more RAM than they need today in
             | effort to future proof their device, in a time of RAM
             | shortages. And who knows maybe by the time that RAM amount
             | is relevant the CPU can no longer keep up so the hoarding
             | might not even be for anything either.
        
             | pwarner wrote:
             | I think part of what's happening lately is that chip folks
             | are start to realize they can make margin too. Maybe it's
             | possible thanks to consolidation but for sure folks see the
             | crazy margins nvida, apple etc have, and I suspect they're
             | like - we want that too!
        
         | phamilton wrote:
         | 15 years ago I was an intern at Micron and learned they passed
         | on a contract with Apple because Apple insisted on discounts
         | and there wasn't a compelling reason to reduce profit at
         | Micron.
         | 
         | So yeah, Apple probably does pay less. But the market has
         | enough demand that suppliers do say no.
        
           | zozbot234 wrote:
           | This is actually relevant, because DRAM costs just as much
           | now per Gb as it did 15 years ago (that's controlling for
           | inflation; it's as much as it cost 20 years ago on a pure
           | price basis).
        
         | mapt wrote:
         | It costs the same, we just mark it as an opportunity cost of
         | unloading the memory on the spot market.
         | 
         | If I buy contracts for 1 gold bar at $500, and the gold price
         | runs to $1200, I can either continue to market my gold-
         | containing product for the same profit margin, or I can unload
         | all that gold for $1200/bar and make a profit of $700/bar. If
         | my profit margin is high and it doesn't take many gold bars to
         | make a thousand units, maybe discontinuation doesn't make any
         | sense. But if my product is "solid gold statuary of Dear
         | Leader", and the bars are most of my cost basis, I know what
         | I'd do.
        
           | groundzeros2015 wrote:
           | You're thinking only finance. Their goal in buying the
           | contract is to secure the good. The ability to maintain price
           | will allow them to sell more units which is the number they
           | want to show.
        
             | bombcar wrote:
             | More importantly it'll probably get some people to switch,
             | and potentially they have a customer for life now.
        
         | kube-system wrote:
         | Yes but the clock has been ticking, new products are being
         | released, and at some point they will be renegotiating the next
         | contract
        
           | don_neufeld wrote:
           | Yup, and it looks like it will be a tough negotiation:
           | 
           | https://www.macrumors.com/2026/02/26/apple-
           | agrees-100-price-...
        
         | boznz wrote:
         | Apple needs to seriously consider some sort of vertical
         | integration on memory, it has proved it can do it with CPU's
        
           | glenstein wrote:
           | Amazing that it's gotten to that point but I think that's
           | right. It's more intuitive that you would need vertical
           | integration with your processing chips because of the degree
           | of expert specialization necessary to produce them,
           | especially in close coordination with a major product
           | release.
           | 
           | By comparison, ram seems much more a commodity, but the game
           | has changed and it seems like there may be an important
           | strategic interest in sourcing and supplying your own.
        
       | Culonavirus wrote:
       | It's not a shortage, it's a cartel.
       | 
       | https://www.youtube.com/watch?v=jVzeHTlWIDY
        
         | Alifatisk wrote:
         | The video is 1 and half hour long. It's a whole documentary.
         | Very detailed and well thought out, but too long for me at the
         | moment. I'll see if its possible to get a summary somehow.
        
           | ahurmazda wrote:
           | aside: YT has a AI/summary option (unless creator opts out).
           | Look for the sparkle button. Personally, it gets me 80% there
           | most days.
        
             | Alifatisk wrote:
             | Couldn't find the summary button anywhere, but, when
             | searching around I found out that you can apparently paste
             | in Youtube links on Google AI studio and summarize it.
        
             | HPsquared wrote:
             | That sounds pretty ironic, given the topic.
        
           | Imustaskforhelp wrote:
           | I haven't watched up the video but I went way too into the
           | weeds of the ram crisis.
           | 
           | I am not sure what the video suggests. This is my own
           | understanding of the things after I got way too invested in
           | why does OpenAI need all of this ram all of a sudden. (On a
           | random tuesday)
           | 
           | My understanding is TLDR: The stargate project had
           | OpenAI,Oracle,Softbank etc.
           | 
           | Softbank got the money from Japanese bank loan[0] at low
           | interests rates and actually scrambled to find the 20 Billion
           | $ (they commited combined with oracle to around 500 billion
           | $)
           | 
           | (Btw The datacenter thing is being done in a similar fashion
           | by Oracle)
           | 
           | Almost all of that money when given to OpenAI was used/(will
           | be used?) to commit 20% of the Ram supply of the whole world
           | at a more expensive package because these companies just
           | package ram in different order to get "AI ram" and then
           | Micron shuts down the consumer brand (Crucial)
           | 
           | This has now caused Ram prices to spike 5 times the cost in a
           | couple of months back. Also, the inflation is happening in
           | hard drive and just Nand in general.
           | 
           | The largest impacts I can see that is that even companies
           | like google were scrambling to find Ram. I find this to be
           | one of the larger reasons why they might need so much ram all
           | of a sudden. I mean Google and Anthropic were needing Ram but
           | not 20% of it and not committed in such a way and I am not
           | sure if datacenters are even being built for ram to be
           | stored[1]
           | 
           | OpenAI datacenters in Argentina for example is operated by
           | such a shady company that came like 1-2 years ago IIRC. So a
           | 500 Billion $ Project is just picking any random companies
           | ... Yea no, I have the belief that they don't trust it
           | themselves especially when a company is scrambling for money.
           | 
           | All of this does feel very cartel/monopoly-ish to me to push
           | the competitors out of the market or the people running open
           | source models out of the market and another benefit of it for
           | OpenAI all was that we normal everyday people get impacted
           | too and I am sure that when they made such a large decision,
           | they must have internally thought about it but we all know
           | the morality of OpenAI now after the DoD deal.
           | 
           | But I don't think that google and other companies are that
           | impacted by it all it seems as well. Only the average
           | consumer and Hosting providers (Thus seeing OVH,Hetzner raise
           | prices for example). The average AWS/GCP/Azure makes enough
           | money that they might not even raise money for sometime and
           | they'll be fine having another additional benefit that more
           | people worried about increasing prices would go to Microsoft
           | Azure/GCP/AWS even more so.
           | 
           | Edit: Gamers are being pushed out of consoles and everything
           | too and some are saying seeing the cloud connection and AWS
           | coming out and saying that we want Gamers on cloud
           | (paraphrasing) as meaning that its all done to move
           | everything to cloud.
           | 
           | I do believe that this might be only half the story as OpenAI
           | does benefit from everything moving to the cloud (somewhat)
           | but its done even more to prevent competition in the whole
           | genre as well.
           | 
           | I believe that they thought about it and treated it as a plus
           | point but before all and everything, it helped them thought
           | that it can help them maintain their flimsy lead in AI models
           | as more and more catch up by having a more monopolistic lead
           | by stifling competition by rising prices 5 times. Gamers and
           | normal people were just the largest casuality in this
           | crossfire.
           | 
           | I was thinking in the past month when I found all this that
           | damn, OpenAI's morality sucks and they did all of it on
           | purpose
           | 
           | And then they had the department of defence* deal and the
           | whole controversy surrounding it so yeah, that too.
           | 
           | OpenAI doesn't want your benefit. It wants its profit and
           | when these are conflict, OpenAI doesn't care a cent about
           | you, not anymore than the cent that you give it.
           | 
           | [0]: https://www.bloomberg.com/news/articles/2026-03-06/softb
           | ank-...
           | 
           | [1]: https://www.shacknews.com/article/148208/oracle-openai-
           | texas...
        
             | Alifatisk wrote:
             | Incredible digging. I remember reading comments about the
             | reason the price hike was the Sam Altman secured a deal
             | with the few ram producer in secrecy were they promised to
             | reserve a large portion of their production to OpenAI for
             | the next years (I don't remember how long). Supposedly Sam
             | will just to put them in a warehouse to collect dust.
        
               | Imustaskforhelp wrote:
               | > Incredible digging
               | 
               | Thanks. I appreciate your kind words, I was thinking of
               | writing some piece/blog about it but procastination is
               | definitely something :) But I am just happy that I
               | finally wrote a comment atleast explaining all/most of my
               | understanding. That's more than fine for me.
               | 
               | > Incredible digging. I remember reading comments about
               | the reason the price hike was the Sam Altman secured a
               | deal with the few ram producer in secrecy were they
               | promised to reserve a large portion of their production
               | to OpenAI for the next years (I don't remember how long).
               | Supposedly Sam will just to put them in a warehouse to
               | collect dust.
               | 
               | I do believe that's gonna be the case as well. Most of
               | the ram is probably not needed currently (thats what I
               | feel like) so its gonna sit on dust, That, or
               | oracle/microsoft will use it within their datacenters as
               | old ram breaks apart to have some more monopoly given
               | their close ties to OpenAI.
               | 
               | Even if OpenAI internally sells them at half the market
               | price to microsoft/oracle, they still technically turn a
               | profit.
               | 
               | I actually felt too conspiratorial thinking about it when
               | I had first discovered it because I was under the
               | previous assumption that OpenAI actually needed the ram
               | myself too. But seeing recent events of OpenAI with
               | Department of Defense, I definitely think that they did
               | this on purpose.
        
               | r_lee wrote:
               | I would say, just post these kind of rants on a substance
               | and X or something, don't LLM format it, just kind of lay
               | it out and fix whatever typos and let loose
               | 
               | it'd be interesting to just hear some thoughts and
               | opinions from someone who has done some research on the
               | topic in a light way vs a huge article/documentary
        
             | gruez wrote:
             | >Almost all of that money when given to OpenAI was
             | used/(will be used?) to commit 20% of the Ram supply of the
             | whole world at a more expensive package because these
             | companies just package ram in different order to get "AI
             | ram" and then Micron shuts down the consumer brand
             | (Crucial)
             | 
             | >[...]
             | 
             | >All of this does feel very cartel/monopoly-ish to me to
             | push the competitors out of the market or the people
             | running open source models out of the market and another
             | benefit of it for OpenAI
             | 
             | Nothing you described is actually "cartel/monopoly-ish"
             | beyond "big players have more money to splash around". It's
             | fine to go look at that and go "grr, I hate big tech
             | companies", but the claim of "It's not a shortage, it's a
             | cartel." isn't substantiated. The latter implies some sort
             | of malice beyond what could be explained by standard
             | scarcity thinking, eg. "there isn't enough RAM to go
             | around. We need RAM, so let's stock up".
        
               | Imustaskforhelp wrote:
               | My point suggests that there is enough Ram to go around
               | in an ideal world even with LLM's but its rather that
               | stocking up Ram could give you so much benefit over your
               | enemies within this space and leverage that you have no
               | reason not to.
               | 
               | So it isn't there isn't enough ram to go around (period)
               | but rather an ideology similar to this town ain't big
               | enough for the two of us (OpenAI vs
               | Anthropic/Google/Chinese-Open-Weights-Models)
               | 
               | Atleast that's my understanding of the situation and I
               | can be wrong about it too for what its worth.
        
           | harias wrote:
           | You can use Gemini or NotebookLM to summarize it
        
           | sva_ wrote:
           | I haven't watched the whole thing either, but basically
           | 
           | https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
           | 
           | + showing the people responsible have only been promoted in
           | those companies
           | 
           | + pointing out 3 (Micron, Samsung, SK Hynix) companies at the
           | heart of it now have 95% of market share
           | 
           | + hypothesis they've doing it again (or rather, have
           | continued doing it "business as usual")
        
         | cubefox wrote:
         | No, it's a shortage due to high demand from AI data centers.
        
           | amelius wrote:
           | Why are you so sure?
        
             | gruez wrote:
             | You could ask the same about OP.
        
               | amelius wrote:
               | At least that video contains a bunch of argumentation.
        
             | cubefox wrote:
             | Inference to the best explanation.
        
         | groundzeros2015 wrote:
         | I hope so. If the government isn't protecting them all we need
         | to do is wait for new participants in the market.
        
         | snczl wrote:
         | The story here is about what lesson was learned by the DRAM
         | cartel after they got busted and hit with large fines. One
         | might hope the lesson learned would be, "we should not fix
         | prices", but what got them in trouble was colluding secretly.
         | What if we just did it via earnings reports, press releases,
         | and other public statements?
         | 
         | While there is some market variance like the 2022 to 2023 glut,
         | DRAM prices haven't fallen in real terms in over 15 years. This
         | was all done by controlling supply, and it was all done in
         | public. It starts with one of the big three putting out a
         | statement like, "Samsung is considering reducing DRAM wafer
         | output due to softness in the mobile PC segment." The actual
         | reason varies and often makes little sense.
         | 
         | This is followed by similar public statements from the other
         | large vendors expressing a willingness to reduce supply. Once
         | everyone commits in this way, the companies follow up with
         | announcements of actual supply reductions. You can watch this
         | happen any time prices start to dip.
         | 
         | My bet is if the DOJ investigates, they will not find the same
         | sort of embarrassing smoking gun emails between representatives
         | of Micron, Hynix, and Samsung. The collusion was all done in
         | public. The companies will claim it is just good business
         | management, a strategy known as "conscious parallelism." They
         | used this exact defense to get a 2022 antitrust lawsuit
         | dismissed.
         | 
         | That said, their goal seemed to be just keeping prices fixed.
         | They wanted to avoid boom and bust cycles, keep profits high,
         | and keep prices stagnant. A massive price hike invites
         | investigations and creates problems. If DRAM prices just never
         | fall, they can enjoy healthy profits with little risk.
         | 
         | But what happens when your intentionally constrained supply
         | hits a sudden large spike in demand? Prices skyrocket, everyone
         | gets mad, and demands investigations. My guess is instead of
         | being thrilled with the price spike, the executives at the
         | large DRAM manufacturers are very worried someone put something
         | incriminating in a document somewhere that can be subpoenaed
         | ("how we're going to fix prices in public and get away with
         | it").
        
           | zozbot234 wrote:
           | Publicly announcing reductions in DRAM wafer output is not
           | per se nefarious. You need to do it from time to time anyway,
           | if only as part of retooling towards newer technologies that
           | will be required when making DRAM dies for newer standards.
        
       | lenerdenator wrote:
       | Now how am I supposed to develop Electron apps and use Chrome?
       | 
       | In all seriousness, though, as one of the uninitiated, what would
       | be the value of hosting LLMs on a machine like this that has a
       | lot of memory that you pay for up front versus some sort of VPC-
       | based approach?
        
         | groundzeros2015 wrote:
         | Have you seen how much GPUs cost to rent? Note that this memory
         | is shared between CPU and GPU.
        
         | robotresearcher wrote:
         | One factor is that you may not be in a position to push your
         | working data to a third party service, for security or legal
         | reasons.
        
       | saurik wrote:
       | So, the question I wonder: is that it for this tier? Will we even
       | see a 512GB variant of the next model?
        
         | ganoushoreilly wrote:
         | I suspect they'll still want to offer it given the push they've
         | been making over the last year with RDMA. My guess is the 512gb
         | or larger studio will largely be a byproduct of the systems
         | they're designing for their own AI efforts in the datacenter. I
         | don't think this is the end of it for the longer term.
        
       | benbojangles wrote:
       | You can keep your 512gb mac studio i'm running qwen3.5:0.8b on an
       | Orangepi zero 2w and learning just as much as they are.
        
       | zitterbewegung wrote:
       | The Mac Studio highest config was a great value for AI workloads
       | though at least for inference and no one is reporting this....
        
         | knollimar wrote:
         | Don't you need two 512GB ones for unquanted latest chinese
         | models?
        
           | redman25 wrote:
           | For consumers, there's little reason to run unquanted,
           | especially for large models which take less of a hit from
           | quantization. I'm running a 200b model at Q3 with very little
           | degradation. A 1000b model would see even less change.
        
           | zitterbewegung wrote:
           | Getting 512 GB of ram at the price point is cheaper than
           | everything else. That's why Apple stopped production to
           | divert for the M5 ultra.
        
           | hu3 wrote:
           | Yes and the result of this $10k endeavour is a much slower a
           | dumber model than any SoTA $20/mo API. On top of the
           | maintenance burden to keep software/models updated.
        
       | marcuskaz wrote:
       | Inventory is tight too, if you look at delivery/shipping times
       | for Mac Studio and Mac Mini, I'm seeing April/May
        
         | kmfrk wrote:
         | A lot of people also got into buying Macs for OpenClaw, so
         | demand is probably up as well.
        
           | copperx wrote:
           | What's the deal with the Mac Mini and Openclaw? a vps is a
           | better alternative.
           | 
           | is it because iMessage?
        
             | andai wrote:
             | You do actually need to run it on a Mac, if (and only if!)
             | you require integration with Mac-only software. But the
             | main factor is probably just "all the cool kids are doing
             | it" ;)
        
             | kube-system wrote:
             | iMessage... and safari. Browsing the web from a headless
             | vps has hurdles.
        
               | Imustaskforhelp wrote:
               | > safari. Browsing the web from a headless vps has
               | hurdles
               | 
               | Hooking things up to puppeteer maybe?
               | 
               | You can use pupeteer to then use the chromium control
               | remote (debug?) option iirc which uses websockets
               | underneath the hood
               | 
               | Then you can connect this from your pc or theoretically
               | any Control server. Surprised to not hear much work on
               | that front now that you mention it.
        
               | kube-system wrote:
               | The CDP debugger is easily detectable client side and
               | many websites will flag your traffic as undesirable
        
               | Imustaskforhelp wrote:
               | I didn't know that, Sorry about that, but is there no way
               | to make CDP debugger less detectable. Seems _doable_ to
               | me but maybe there 's a catch if its not already done by
               | somebody maybe?
        
             | teaearlgraycold wrote:
             | iMessage is the only explanation I can find. Minis aren't
             | powerful enough for agentic models unless you're getting a
             | rather expensive version (I could see the MX Pro w/ 64GB
             | working). At which point they don't have the price appeal
             | of the base model anymore.
        
           | andai wrote:
           | Yeah on the discord you see a lot of people asking about how
           | much RAM they need to run local models. There seems to be a
           | lot of demand for it.
        
           | root_axis wrote:
           | I am not convinced there are that many people actually buying
           | macs for OpenClaw.
        
         | nickthegreek wrote:
         | i just walked into a microcenter yesterday where not only did
         | they have a huge stock of mac mini, they are all advertised 15%
         | off and runs openclaw.
        
           | bombcar wrote:
           | https://www.microcenter.com/search/search_results.aspx?fq=ca.
           | .. it's even mentioned on each one online
        
       | Sathwickp wrote:
       | Was bound to happen, it never found the market fit
        
         | hx8 wrote:
         | I'm sure the margin was great for the ones it sold.
        
       | api wrote:
       | I've been in tech for a long time and have seen RAM shortages and
       | price spikes before. This one's fairly bad but they resolve in
       | 1-3 years.
        
         | pixl97 wrote:
         | Ya, how's that working out for GPU's?
        
           | api wrote:
           | It'll take longer for two reasons.
           | 
           | One is that it's a more complicated part with tougher fab
           | requirements.
           | 
           | Two is that it's not a commodity. AMD can't make nVidia GPUs.
           | They have to design their own. Everyone has patents and trade
           | secrets and copyrights. Patents expire and knowledge diffuses
           | but that adds another time lag.
           | 
           | AMD and Intel are fully aware of the demand and are working
           | on it.
           | 
           | RAM is a commodity. Totally interchangeable standard part.
           | Also simpler to fab, thus quicker and easier to scale up.
           | 
           | Oh, and I'd like to add: everyone is afraid it's a bubble
           | that will pop. Nobody wants a bunch of stranded capex. That
           | has also happened before many times. So that puts brakes on
           | it too.
        
         | groundzeros2015 wrote:
         | The cure for high prices is high prices.
        
         | layer8 wrote:
         | Two years remaining at least this time, according to current
         | fab planning.
        
         | reenorap wrote:
         | I've been in tech for ~40 years now and I've never seen
         | anything like this. The downstream repercussions on consumer
         | products that have no access to cheap memory is devastating and
         | is an extinction level event for most low-cost providers of
         | cell phones, tvs, etc.
        
           | TMWNN wrote:
           | >I've been in tech for ~40 years now and I've never seen
           | anything like this.
           | 
           | Then how do you not remember the DRAM shortage of the late
           | 1980s?
        
             | reenorap wrote:
             | At worse back in 1988 it impacted only PCs.
             | 
             | This shortage in 2026 is more consequential across the
             | board and impacts consumer electronics as a whole and the
             | fact it's going to last years means that many low cost
             | manufacturers are going to close up shop because they won't
             | be profitable.
        
       | GeekyBear wrote:
       | The rumor from Gurman is that the M5 Ultra Mac Studio ships in
       | the first half of this year.
       | 
       | This may just be a sign that the M5 Ultra Mac Studio is shipping
       | sooner rather than later, as it's common for Apple to push out
       | ship dates for soon to be replaced products.
       | 
       | We do have leaked benchmarks showing that the M5 Max outperforms
       | the M3 Ultra currently shipping in the Mac Studio, so buying an
       | M3 Ultra Studio right now would be a terrible idea.
        
         | aleph_minus_one wrote:
         | Slightly off-topic side remark:
         | 
         | Every mathematician and computer scientist should feel deeply
         | confused that the M... Ultra is more powerful than the M...
         | Max.
         | 
         | Why? Because if something is the _maximum_ , there doesn't
         | exist anything larger/better. :-)
        
           | user_7832 wrote:
           | This thing has been going on for a while unfortunately. If I
           | told you "Here's an "air", a vanilla, and a "pro"", what
           | would you expect? The vanilla is base, air is lighter, and
           | pro is nicer, right?
           | 
           | Well, for iPads, the base has (had? Haven't closely followed
           | them for a while) an older CPU for some reason. And the Air
           | is actually a "Pro-lite", rather than a weight optimized
           | version.
           | 
           | Don't get started on where the mini sits, or what happens if
           | you want "nicer" features like 60hz+ displays in a small form
           | factor... a feature that _budget_ android tablets have had
           | for years.
        
           | GeekyBear wrote:
           | They should use something simple, like AMD Ryzen AI Max+ Pro
           | 395?
        
             | hu3 wrote:
             | whataboutism doesn't make it any better, you know
        
           | calf wrote:
           | Not really, Max is to violet as Ultra is to ultraviolet, as
           | in something exceeding an established category (visible
           | light)
        
       | guerrilla wrote:
       | I wonder if the war with Iran could actually fix the RAM
       | shortage. If this continues it really could put a damper on
       | datacenter rollout.
        
         | kube-system wrote:
         | How much of the capital investment that's fueling the current
         | expansion is already allocated?
        
           | guerrilla wrote:
           | No idea. Let's assume not all of it.
        
       | mv4 wrote:
       | I tried finding a 128 - 256GB Mac Studio online and most options
       | would not be shipped for at least "8-10 weeks".
        
       | j45 wrote:
       | More likely that the M5 Max Studio is coming out. the M5 Max
       | Macbook Pros just came out.
       | 
       | Also the 512 GB ssd version has a slower SSD than anything 1 TB
       | and up. The new SSDs on the M5 I believe are much faster and
       | what's coming likely will receive that.
       | 
       | There's no doubt there's a ram shortage, and price increases, and
       | the biggest companies in the world lock in their pricing well in
       | advance, and the remaining leftovers are where the consumers
       | experience shortages.
        
       | 827a wrote:
       | IMO its more nuanced. They're likely in production ramp-up of the
       | M5 Ultra Mac Studio, for release in the next ~3 months; they have
       | pre-purchased bins of memory from the supply-constrained major
       | memory supplies; and they need as much as they can get because
       | they want to push an M5 Ultra config to 768gb to continue the
       | "you can run local models" story that the M5 Max Macbook Pro
       | started telling last week.
       | 
       | Going beyond 512gb and into 768gb memory is something of a
       | threshold that will allow Apple to claim local capability for
       | significantly more models. Qwen3-235B, Minimax M2.5, and GLM 4.7
       | could kind of run with no quantization on 512gb, but they'll
       | comfortably run at 768gb. DeepSeek-V3.2 and GLM 5 may also work
       | at some level of quantization.
        
         | taf2 wrote:
         | I hope you are right
        
         | criddell wrote:
         | Is Apple telling the "you can run local models" story, or is it
         | third parties?
        
           | wahnfrieden wrote:
           | Yes Apple promotes local model capabilities in their
           | marketing
        
           | 827a wrote:
           | Yes:
           | 
           | > A powerful Neural Accelerator is built into each GPU core
           | of the M5 family of chips, which dramatically speeds up AI
           | tasks like image generation from diffusion models, large
           | language model (LLM) prompt processing, and on-device
           | transformer model training. [1]
           | 
           | [1] https://www.apple.com/macbook-pro/
        
           | bytesandbits wrote:
           | Apple
        
         | lolive wrote:
         | What's the price of that beast? #meCryingTearsOfBlood
        
           | 827a wrote:
           | Apple will be the first company to pioneer a new "work for
           | tokens" program; simply commit yourself to six months of
           | servitude with The Company to pay off your new Mac Studio
           | purchase.
        
           | unfocused wrote:
           | Less than $10,000, depending on what CPU and storage you
           | select.
        
             | alsetmusic wrote:
             | Heh heh, I see you're new to Apple's incredible
             | shamelessness in price-gouging memory.
             | 
             | Just kidding, I'm sure you're aware. I just wouldn't be the
             | least bit surprised to see them go well beyond that.
        
           | bombcar wrote:
           | Let's assume a Mac Studio M5 would start at $1999, and that a
           | M5 Max upgrade 128 GB would be about the 1000 it is now. Then
           | an M5 Ultra 768 would be something like $1999 + 1000 + $4000
           | - cheaper than the current top of the line (which will never
           | happen) so I'd presume about the same $10,000.
           | 
           | Or they could finally make the Mac Pro respectable and have
           | it two M5 Ultra Mac Studios stuck together (or give it NUMA
           | RAM: on chip + expandable).
        
         | rewgs wrote:
         | My theory is that they're going to release a new Mac Pro that's
         | about half the size of the current one. Enough space for some
         | PCIe slots, but otherwise smaller given the enormous amount of
         | wasted space in that thing since moving from Intel to Apple
         | Silicon. Guessing the rack-mount model, should they continue
         | selling it, will be 3 or 4u instead of 5u.
         | 
         | I know everyone thinks they're going to just kill it, but I
         | don't see it. Apple's move under Tim Cook has been to exhaust
         | supplies (see: filling the Intel Mac Pro chassis with air and
         | not updating the CPU), letting people predict its death (see:
         | 2013 -> 2019 Mac Pro silence), and then redesigning it into
         | something people want while utilizing it as an opportunity to
         | segment specs across their SKUs.
         | 
         | The Studio will remain the high-powered creator machine,
         | whereas the Mac Pro will be retooled into an AI beast.
        
           | thefounder wrote:
           | Why people buy the Studio with the high ram config is
           | actually the unified memory. This is unique to Apple. I'm not
           | sure what Mac Pro would do with PCIe cards . It would be
           | useless for AI because what you want is unified memory that
           | can be used by the GPU/AI not just ram.
        
         | thefounder wrote:
         | why just 768gb and not a ~1TB ?
        
       | lbreakjai wrote:
       | Not related, but why is the word "quiet" or "quietly" suddenly
       | everywhere?
        
         | tom_ wrote:
         | Also mentioned here:
         | https://news.ycombinator.com/item?id=47291513 - see the article
         | section: "Quietly" and Other Magic Adverbs. Presumably the LLM
         | writing style rubbing off, assuming the LLM hasn't been used to
         | create the content in the first place.
        
         | functionmouse wrote:
         | seems like people are using words like "the", "and", and the
         | letter "e" a lot also. It must mean that everyone is a robot.
        
       | brcmthrowaway wrote:
       | Why can't RAM be done inhouse? It's probably simpler than a CPU..
       | right?
        
         | juahan wrote:
         | This is what I've been wondering as well.
        
         | wmf wrote:
         | Maybe etching the deep trench capacitors is really tricky.
        
       ___________________________________________________________________
       (page generated 2026-03-08 23:01 UTC)