The people loudly departing the biggest AI companies aren't necessarily looking for fatter paychecks or more stock options; they’re worried that AI businesses are putting profits over sanity and safety.
And the type of RAM and “GPU”'s being manufactured are not ones that normal consumers will use.
They’re using the same foundries that would make those things. I’m not saying that there’ll be a flood of “used” equipment (though there would indeed be some of that too, other companies could set up data centers much more cheaply), I’m saying that the foundries will switch back to consumer products.
The stock is worth a lot because it can be sold for a lot. If the manufacturers don’t think the AI companies will stick around they should be selling the stock they’re receiving from them. It’s money either way. What do you think they’re doing with that money?
They’re using the same foundries that would make those things. I’m not saying that there’ll be a flood of “used” equipment (though there would indeed be some of that too, other companies could set up data centers much more cheaply), I’m saying that the foundries will switch back to consumer products.
The stock is worth a lot because it can be sold for a lot. If the manufacturers don’t think the AI companies will stick around they should be selling the stock they’re receiving from them. It’s money either way. What do you think they’re doing with that money?