More and more mainstream analysts are identifying the coming AI crash, which is a good indication that it will happen soon.
So, what happens to all the data centers? They are already built but probably very expensive to maintain. Will many of them just be abandoned? Bought up by cloud computing companies? Scammers? Crypto miners? Can they be parted out and sold off piecemeal?
Will they be put to some productive use, or just become massive e-waste sites left to the locals to deal with?
Oracle is building one of there several plans and even that one is gonna be years behind schedule. The rest are hardly more than a slab of concrete right now. So forget parting out computer hardware, they barely even have more than a couple of new buildings to sell off and so much debt that cannot possibly be paid because it depends on openAI suddenly having astronomical increases in revenue to even finish the existing plans.
Other players might be further ahead but I suspect the biggest gain for the gaming hardware market will simply be the cancelation of supposed contracts to buy up things like RAM and the drying up of money to buy AI-specific GPUs, forcing NV to actually care a tiny bit about the gaming segment again.