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男主天下
 · 辽宁  

Prediction: 2026 is going to be the year Memory Tiering eats the world.
The pieces are already there:
- Memory Shortage (duh)
- CXL 3.1 realistically purchasable (memory pooling)
- Linux Transparent Page Placement becomes opt-out instead of opt-in
- Kubernetes DRA (dynamic resource allocation) graduated to stable
- systemd-oomd kill threshold getting smarter
All of these are building on each other to allow extreme over-provisioning of ram on hyperscalers.
You might think your cloud instance has 128gb of RAM…it could be only 32GB of real DRAM. It’s just really, really clever.

@男主天下 :$东芯股份(SH688110)$ 你的 AI 订阅费,正在变成玩家的显卡税。
据韩媒爆料,英伟达的顶配消费级显卡 RTX 5090 将从 2000 涨到 5000 美元,也就是 2.5 倍。
核心原因是 AI 对内存的巨大需求,导致显存成本剧增。
订阅用户越多,AI 公司就越得砸钱抢购内存和算力。而内存厂商受限于产能...