Submitted 12 hours ago by staircase@programming.dev to technology@lemmy.world
https://www.ft.com/content/df3f208a-2512-4a75-b2f3-d3bd27bae2e8?syn-25a6b1a6=1
Resources mentioned: oil, gas, helium, sulphur, and bromine. Companies mentioned: Samsung, SK Hynix, TSMC.
Marko Papic, chief strategist at BCA Research … predicts a severe hit to chip production if the strait isn’t back in operation within a month.
Could mean higher PC component prices, or even a halt in production. Could mean global recession.
Yeah… The Iran war is why the bubble will pop… Damned Iran destabilizing the very healthy AI market!!1!
Are they trying to give people more reasons to root against Israel and the usa???
No, it won’t. It will cause more of the supply to be reallocated away from consumers into enterprise, and that is exactly what the big tech companies want to see happen.
Having access to a computer and phone is as much of a necessity to survive in modern society as internet is. When personal computing is unaffordable to the point where subscription computing is a good enough “deal” for consumers to jump on, the ball will start rolling towards the inevitable price squeeze that we have no choice but to accept.
It’s so much worse than the rent they will charge us, brother.
If you thought Flock cameras were a bad situation, imagine not being able to query, read, write, or probably even speak about topics that they decide are “unpatriotic” or “satanic”.
LGBTQIA+, anti-Christianity, anti-capitalist, all that shit they declared were “terror group activity” that sounded like McCarthy red scare bullshit? Imagine being gay and not being able to talk about it IN YOUR OWN HOME.
Imagine not owning any electronics and being held under suspicion of plotting against the government.
These motherfuckers think they are gonna make automated kill bots which eliminate and worker drones from their hive that do not bend to their queen bee.
Our only hope, our ONLY hope, is that they are as incompetent as they appear to be.
The high-tech security shit is just another grift. All these cameras and surveillance everywhere but the rate at which crimes are solved or results in arrest prosecution is the same as always. It’s never been easier to shoplift since these AI systems took over stop-loss. Look at this war with Iran. The military has been been hallowed out. Not saying there’s nothing to worry about, it’s just that it won’t be like the movies where tech has made the authorities unstoppable.
They’re going to rely on people’s apathy and willingness to be cattle as long as they have slop content and slop nutrition paste. That sadly will probably be enough for a long time at least.
The biggest user of Helium is MRIs at about 40% of global demand. Chips were 20%, but maybe they are catching up. Since AI chips, or even ddr5, has such huge profit margins, expect MRIs to be less insurable instead. No more fiber optics or quantum computing research.
I want to launch a satellite that eats other satellites and poops out figurines of little hands flipping off so the whole night sky can be a giant fuck you to these morons.
Uh huh, wait until China seizes TSMC and the depleted US Navy just has to sit there like pikachu
TSMC has their infra rigged to blow. Naive to think they’d let the Chinese have it
Everyone has a self destruct button these days it feels like.
Paywall
Don’t threaten me with a good time
The American war
Which one of them?
And a green transition…
Oh no. Higher pc component prices! Somebody hasnt shopped computer recently.
إِنْ شَاءَ ٱللَّٰهُ
green_goglin@thelemmy.club 11 hours ago
There is no “AI Boom”. It’s merely a manufactured narrative.
Pricklesthemagicfish@reddthat.com 11 hours ago
Ai rug pull bubble brought to you by crypto scam coin
green_goglin@thelemmy.club 11 hours ago
Every dollar invested is levered to the tits.
staircase@programming.dev 11 hours ago
AI boom is a poor choice of words, and I don’t believe the article’s starting paragraph.
However, there is a boom in spending in AI, whether that actually yields anything or not. I read the article as meaning derailing that.
redsand@infosec.pub 4 hours ago
The technical term is AI Round Tripping Bubble
1984@lemmy.today 7 hours ago
Huge datacenters being built everywhere taking as much power and water as entire cities. Its the foundation of our dystopia thats being built.
You can only imagine what kind of money these data centers are going to be making when the entire world depends on them to watch humanity, control robots, drones, camera real time analytics and so on.
Big tech is planning ahead. So I know they are talking about AI but its a lot more.