I wouldn’t say demand is high I would say demand is glitched and infinite. The AI bubble has gotten to such a scale where all the existing parts are already sold but even further they have sold parts that don’t even exist yet for datacenters which haven’t even started construction yet in order to satisfy a projected demand curve the sales people dreamed up in order to somehow promise a slight profitability of this entire mess.
Also most consumer demand indirect. Few people buy RAM sticks but a lot of people buy laptops, tablets, smartphones, TVs, consoles, cars, fridges, toasters etc.
If you’re going to measure demand in a way that makes sense for a demand vs supply formula, you must do it in a way that’s independent of the price.
Prices are increasing because demand is high, and supply is not keeping up.
I wouldn’t say demand is high I would say demand is glitched and infinite. The AI bubble has gotten to such a scale where all the existing parts are already sold but even further they have sold parts that don’t even exist yet for datacenters which haven’t even started construction yet in order to satisfy a projected demand curve the sales people dreamed up in order to somehow promise a slight profitability of this entire mess.
It sounds more and more like planned economy rather than capitalism lol
Fair enough, I meant consumer demand as in not ai and data centers
Also most consumer demand indirect. Few people buy RAM sticks but a lot of people buy laptops, tablets, smartphones, TVs, consoles, cars, fridges, toasters etc.