Way too late. This has been a talking point for a while. The AI bubble will burst but that doesn‘t mean they‘ll just return to their roots. Those new data centers need a use case and they need a good reason to keep building more.
I guess the silver lining is that this plan B won‘t work out either so we‘ll have to see. But until then we better take good care of our current hardware. It will probably have to last a good while longer.
Cloud computing is the real endgame. The big tech bros want to price consumers out of the PC hardware market (GPUs, RAM, NVMe, etc.) so they can offer a cloud solution via subscription model.
If the end game is cloud, they will tariff the shit out of these. For exemple i bought slimeVR hard ware, from Europe 280€, from china (190€ + tarif 66€) from China coming from US 240€
Way too late. This has been a talking point for a while. The AI bubble will burst but that doesn‘t mean they‘ll just return to their roots. Those new data centers need a use case and they need a good reason to keep building more.
I guess the silver lining is that this plan B won‘t work out either so we‘ll have to see. But until then we better take good care of our current hardware. It will probably have to last a good while longer.
Cloud computing is the real endgame. The big tech bros want to price consumers out of the PC hardware market (GPUs, RAM, NVMe, etc.) so they can offer a cloud solution via subscription model.
E.g.: https://www.sdxcentral.com/control-plane/jeff-bezos-wants-you-to-rent-cloud-space-instead-of-buying-pcs-for-gamers-thats-truly-terrible/
These Chinese are catching up very quickly on GPUs, RAM, etc.
This would be a massive own goal for the existing incumbents.
If the end game is cloud, they will tariff the shit out of these. For exemple i bought slimeVR hard ware, from Europe 280€, from china (190€ + tarif 66€) from China coming from US 240€