• MrSulu@lemmy.mlEnglish
    31·
    12 days ago

    We needed a post from X citing a paragraph from FT to tell us about a confused old pedo with no history of successful strategy, save as to threats and being bailed out.

    • barrbaric [he/him]@hexbear.netEnglish
      6·
      12 days ago

      Overall production will decline during the crash but it’s possible they would pivot some appreciable portion of remaining production into more consumer-targeted products and that could lead to lower prices and higher availability of treats.

      This is ignoring the (likely, imo) possibility of the AI bubble being kept afloat through subsidies and bailouts.

  • Chana [none/use name]@hexbear.netEnglish
    20·
    12 days ago

    Aren’t data centers largely made of hardware that consumers can’t really use? Like they’re buying up productive capacitors and directing it into specialized hardware?

    • UmbraVivi [he/him, she/her]@hexbear.netEnglish
      47·
      12 days ago

      Yes and as a result, manufacturers are reorienting their entire production towards that kind of hardware, considerably lowering the supply of consumer electronics. They’re simply not producing as much RAM for consumers because it’s more profitable to make hardware for datacenters.

        • Evilphd666 [he/him, comrade/them]@hexbear.netEnglish
          19·
          12 days ago

          Overstock clearance from collapsed data center incoming, but I think by that time the motherboards might be up to DDR6 or 7. Or Maybe China comes out of left field with a game changer that leaves DDR in the dust and forces a new format.

        • KnilAdlez [none/use name]@hexbear.netEnglish
          16·
          12 days ago

          Yes and no, interestingly enough. RAM is RAM, flash is flash, hard drives are hard drives etc. The chips on these sticks and board can be moved to consumer hardware and sold, with caveats towards timing and access speed. There will be a few years where we go back to not being sure if our RAM stick will be compatible with our motherboards, but it should cause a pretty drastic price drop relatively quickly. Or these manufacturers burn all the excess stock to keep prices up.

          • Fossifoo [comrade/them]@hexbear.netEnglish
            15·
            12 days ago

            Not quite though as the ram that goes into the AI cards (H200 etc) is actually different from consumer ram (HBE, not DDR5). But the RAM hasn’t actually been produced yet because they don’t necessarily have the capacity to produce that much of that kind of RAM. So the contracts that are currently held are for wafers and other “raw” ingredients that hopefully could still be redirected if the bubble bursts soon enough.

            Then again, it looks like Nvidia is hellbent on selling you neural networks as part of the graphics stack (i.e. DLSS5), so they can ret out the processing to you instead of you owning the hardware.

            • barrbaric [he/him]@hexbear.netEnglish
              3·
              12 days ago

              Good luck to them on that, the one friend I know who uses GeForce Now says it has excessive latency. Somehow all of these efforts to have streaming gaming don’t realize this.

    • Le_Wokisme [they/them, undecided]@hexbear.netEnglish
      19·
      12 days ago

      the physical memory chips (the little black rectangle things) themselves can go on different products, there’s only so much production of those in the world and nvidia or whatever putting in an order for a few billion units means there’s none left to make consumer electronics even if somebody wanted to be in that part of the supply chain.