I heard a theory that the AI bubble might not burst as we think it will. It will slowly deflate.
Companies can re-negotiate contracts and if they do, we may see a slow deflation rather than a huge all in one burst. The push will very slowly move away from datacenters and go back to consumers….but the factories were all set up for very specific chips because of prior years AI push. Very expensive blip in 10 years but prices do not go back down…they just stay the same for longer.
mesamunefire@piefed.social 4 weeks ago
I do too.
I heard a theory that the AI bubble might not burst as we think it will. It will slowly deflate.
Companies can re-negotiate contracts and if they do, we may see a slow deflation rather than a huge all in one burst. The push will very slowly move away from datacenters and go back to consumers….but the factories were all set up for very specific chips because of prior years AI push. Very expensive blip in 10 years but prices do not go back down…they just stay the same for longer.
But IDK I am not an economist.