So far they are sustaining each other in a giant circle jerk of investments. It is only going to implode when they run out of money, and the problem is they have a mindbogglingly huge amount of money.
Call me cynical, but I believe that companies might be happy keeping the prices high if it means they can shuffle consumers onto computers as a service. Maybe wasted silicon will end up being good for business.
they would have to massively expand the amount of compute once the current boom ends, otherwise someone like micron will go back to consumer RAM. Micron and nvidia won’t profit long term once the demand for new data centres drops.
I suppose that’s their only pivot once they have all this hardware in their shit ai data centers and they finally realize they have to bail on worthless ai shit.
So far they are sustaining each other in a giant circle jerk of investments. It is only going to implode when they run out of money, and the problem is they have a mindbogglingly huge amount of money.
Call me cynical, but I believe that companies might be happy keeping the prices high if it means they can shuffle consumers onto computers as a service. Maybe wasted silicon will end up being good for business.
This doesn’t seem long term viable.
they would have to massively expand the amount of compute once the current boom ends, otherwise someone like micron will go back to consumer RAM. Micron and nvidia won’t profit long term once the demand for new data centres drops.
I suppose that’s their only pivot once they have all this hardware in their shit ai data centers and they finally realize they have to bail on worthless ai shit.