OpenAI CEO Sam Altman said in a podcast interview that "it's quite terrible" for people to have RAM in their own PCs when it could go into AI data centers.
I’m sure they will reduce their production, but unless they convince most datacentres to chuck their old hardware, I don’t think it’ll be close to enough to accommodate the flood of hardware to come.
We’ve already had a year of massive over-production, and rising still. Even better, Chinese companies have been increasingly entering the market and they don’t tend to stop for sheet.
Unless the bubble pops very soon, no amount of reducing production will stop an oversupply.
There is a very high probability that the hardware companies will significantly reduce their production to keep the prices from falling.
I’m sure they will reduce their production, but unless they convince most datacentres to chuck their old hardware, I don’t think it’ll be close to enough to accommodate the flood of hardware to come.
We’ve already had a year of massive over-production, and rising still. Even better, Chinese companies have been increasingly entering the market and they don’t tend to stop for sheet.
Unless the bubble pops very soon, no amount of reducing production will stop an oversupply.
I don’t think that the datacenter hardware is going to the retail market instead of getting bought by the surveillance state as a form of bailout.