This is the plan. They want us to rent virtual machines from them. No buy, only rent. You will own nothing, think of the shareholders and be happy, no….proud, you are here for their benefit.
That argument always befuddled me. There will be a saturation point of AI data centers when there’s enough equipment already installed and ready to use by these over bloated behemoth corporations. Once that’s over or when the market hopefully pops, the demand for memory should have a steep decline. With their cash cow tapped out, WD and all the other memory manufacturers would then have to go back to consumers they previously fucked over to sell their new production stock. I doubt it’ll be at the prices we saw a year ago but once enough memory hits the consumer market for a while, prices should start to dip back down.
Regardless of whether the bubble bursts, the massive amount of compute in these data centers won’t go away. It will be up for rent when this AI training falls out of fashion.
Why would a chip maker try to predict the market when they can make contracts for years worth of production?
If the manufacturers never go back to producing the useful consumer hardware, we would be forced to rent this data center compute.
OnlyPhones is the future they want. Walled gardens and highly addictive apps and subscriptions and micro transactions (aka gambling). Freedom and real compute power will be locked away in their servers. And the top of the line phones are already expensive enough that pretty much everyone that has one is on a payment plan for it
This is the plan. They want us to rent virtual machines from them. No buy, only rent. You will own nothing, think of the shareholders and be happy, no….proud, you are here for their benefit.
That argument always befuddled me. There will be a saturation point of AI data centers when there’s enough equipment already installed and ready to use by these over bloated behemoth corporations. Once that’s over or when the market hopefully pops, the demand for memory should have a steep decline. With their cash cow tapped out, WD and all the other memory manufacturers would then have to go back to consumers they previously fucked over to sell their new production stock. I doubt it’ll be at the prices we saw a year ago but once enough memory hits the consumer market for a while, prices should start to dip back down.
Regardless of whether the bubble bursts, the massive amount of compute in these data centers won’t go away. It will be up for rent when this AI training falls out of fashion.
Why would a chip maker try to predict the market when they can make contracts for years worth of production?
If the manufacturers never go back to producing the useful consumer hardware, we would be forced to rent this data center compute.
Smells like cloud gaming.
OnlyPhones is the future they want. Walled gardens and highly addictive apps and subscriptions and micro transactions (aka gambling). Freedom and real compute power will be locked away in their servers. And the top of the line phones are already expensive enough that pretty much everyone that has one is on a payment plan for it