It’s a good thing there are tons of games and game technology that doesn’t require a new system.
PC gamers spent decades being told they needed more RAM and better GPUs. Now the companies selling both have discovered customers who buy them by the warehouse instead of the unit. Apparently the future of gaming is watching an AI generate a picture of the graphics card you can no longer afford.
There’s also perhaps the beginning of an AI selloff happening this week. It turns out you can’t keep investing money into something that costs more than it makes forever. A simple economic reality means that this too shall pass.
I’m investing in seed potatoes.
At some point supply will meet demand but I don’t think anytime soon unfortunately. This is a runaway train at the moment.
If this week’s stock prices mean anything that train ran out of rails. The two big AI companies are out of time and the money isn’t flowing in. NVIDIA and AMD will be fine but the buyers of warehouses of hardware can’t keep doing that much longer.
