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byTablizer ( 95088 ) writes:
...expose and pop this damned AI bubble!? Jeez
bymysidia ( 191772 ) writes:
...expose and pop this damned AI bubble!? Jeez
The major problem here is Microsoft and Google, and the fact that we have given these two companies so much money by using their shit too much, so they have trillions in spare cash to spend on AI shit.
The AI bubble is Not a bubble as far as the chip manufacturers are concerned, so long as Microsoft and Google keep spending insane amounts of money on datacenters - these companies have an opportunity to make massive bank.
The chip manufacturers simply have dollar signs in their eyes, and they are obligated to do what's best to their investors. Which is screw consumers, so they can sell all their capacity to Google.
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byTablizer ( 95088 ) writes:
> [tech oligopolies] have trillions in spare cash to spend on AI shit.
True, but buying market-share usually eventually peters out, based on history.
> The chip manufacturers simply have dollar signs in their eyes, and they are obligated to do what's best to their investors. Which is screw consumers, so they can sell all their capacity to Google.
But if the AI bubble pops, they'll have to go back to consumer sales to survive. AI server farm construction would grind to a halt, meaning no more big chip pur
bytlhIngan ( 30335 ) writes:
The chip manufacturers simply have dollar signs in their eyes, and they are obligated to do what's best to their investors. Which is screw consumers, so they can sell all their capacity to Google.
Except the memory makers *aren't* increasing production. They were burned several times by memory shortages, and when they increase production, the shortage ends and now they have a surplus they have to sell cheap.
Seeing another bubble, they're not scaling the changes to meet the demand - SK Hynix is to bring in a
bymysidia ( 191772 ) writes:
Except the memory makers *aren't* increasing production.
They are actually CUTTING production to create an artificial shortage in the consumer chips.
Micron who owns Crucial is literally shutting down consumer RAM chip production in order to repurpose facilities to make HBM memory for AI companies, since they didn't have the facilities, and the consumer RAM chips are not what the AI companies are interested in buying, either.
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