This time is different because the chip fabs intentionally retooled for AI chips. It’s not an uncontrollable external pressure.
There’s no guarantee that they’ll switch back to consumer modules after the bubble pops. I’m willing to bet that Big Tech’s contingency plan to the pop is to utilize a dead consumer market to push subscription based virtual desktops and zero clients.
At least one major manufacturer also outright pulled out of the consumer market entirely. There’s no guarantee that they’ll come back, or else they would have just kept the consumer arm.
This time is different because the chip fabs intentionally retooled for AI chips. It’s not an uncontrollable external pressure.
There’s no guarantee that they’ll switch back to consumer modules after the bubble pops. I’m willing to bet that Big Tech’s contingency plan to the pop is to utilize a dead consumer market to push subscription based virtual desktops and zero clients.
At least one major manufacturer also outright pulled out of the consumer market entirely. There’s no guarantee that they’ll come back, or else they would have just kept the consumer arm.