I read a great article recently that tries to analyze what exactly went down and for what reasons. And most importantly, the effects it’s going to have on different hardware prices: mooreslawisdead.com/…/sam-altman-s-dirty-dram-dea…
echodot@feddit.uk 3 days ago
I don’t understand what their long-term plan is here. Even if AI isn’t a bubble eventually all of the AI companies are going to get to a point where they don’t need more compute because they’re working on algorithmic optimisations because they decide that that’s cheaper.
Then they’re going to have to pivot back to the consumer market. Except by that point it won’t even be a consumer market because China will have eaten their lunch.
nightm4re@feddit.org 2 days ago
silasmariner@programming.dev 2 days ago
Yeah that’s widely considered to be the article about it tbh
deltaspawn0040@lemmy.zip 3 days ago
These companies are controlled almost entirely by people who only really care about what the stock price will be sometime in the next few years or so.
Chonnawonga@sh.itjust.works 2 days ago
*quarters, or even months
mnemonicmonkeys@sh.itjust.works 2 days ago
I don’t understand what their long-term plan is here.
They most likely don’t have one. Keep in mind that tech bros and C-suite execs are sociopathic dumbasses. We saw this with AAA gaming studios and private equity where they just assume line will continually go up
thatonecoder@lemmy.ca 3 days ago
Cloud computing. Stallman was right.
M0oP0o@mander.xyz 3 days ago
We would need a better general network for that. Remember stadia? Nothing has changes since then, hell some areas have even lost some capacity.
SkyeStarfall@lemmy.blahaj.zone 2 days ago
I’d you’re talking about cloud computing for gaming specifically (as you can of course use cloud computing for, well, everything), then maybe it’s not good enough in the US, I don’t know enough about that area to say, but networking is definitively more than sufficient in Europe.
M0oP0o@mander.xyz 2 days ago
Not american, But most of the world does not have the network. And Europe might have a good enough network, but not everywhere, and who knows if the current network will handle the sort of extra load that moving everything off local hardware.
CoffeeTails@lemmy.world 2 days ago
Lfrith@lemmy.ca 2 days ago
Yeah people will probably turn to China when it comes to consumer pc hardware in the future like how when it comes to drones its been primarily just China actually interested in selling to regular people.
ZoteTheMighty@lemmy.zip 2 days ago
How dare you suggest that there is a future beyond next quarter!
Internetexplorer@lemmy.world 1 day ago
Speculative
Nighed@feddit.uk 2 days ago
The companies making the ram chips are not the ones making motherboards. They just want to sell their product for as much as they can.
Shutting down your entire consumer business does seem a bit short sighted though - keep the doors open for the future.
Zeroc00l@sh.itjust.works 3 days ago
The plan is to continue making bank until the companies are done with them, then sell to consumers again without missing a beat.
Source: the GPU shortage we just went through.
Future source: the CPU shortage scheduled for 2026.
echodot@feddit.uk 2 days ago
That’s my point though they can’t do that.
The market isn’t just going to wait around for them to get around to selling to consumers again. China is going to see an opening and they’re going to manufacture their own chips and make bank. Then when the traditional manufacturer is getting their head out of their arses then realise there market share has vanished. All 100% their fault.
They have decided to shoot themselves in the foot because someone’s convinced them they won’t ever need legs ever again.
pelya@lemmy.world 2 days ago
Eh, Chinese manufacturers are also desperately trying to catch up with AI hype. In any case, we’ll see some new brands on the market, and it’s not a bad thing, and I would not spend my time worrying about giant rich corporations.
My actual worry is that once RAM prices go up, they won’t go down for quite some time. If we get another bubble after AI bubble pops, the prices may not decrease at all.
Lfrith@lemmy.ca 2 days ago
I hope China moves to Linux once they get around to pushing their own consumer PC parts and move on from Windows. It’s just madness to me that countries will use OS of countries they aren’t on good terms with and use it to do important work on it and store important data on it.