▲ 215 ▼ AMD Risks a Hefty 20% of Its Company To Enter Into 'Mega' AI Deals, With the Latest Venture Tied to a Meta Agreement for Next-Gen Infrastructure (wccftech.com) submitted 8 months ago by inclementimmigrant@lemmy.world to c/pcgaming@lemmy.ca 66 comments fedilink hide all child comments Well kiss any sense of getting a new GPU or Processor good bye. Fuck AI.
[–] Valmond@lemmy.dbzer0.com 3 points 8 months ago (1 child) Well I bet they have both of these. permalink fedilink source parent hideshow 1 child comment replies: [–] village604@adultswim.fan 2 points 8 months ago* Not if they've bet the farm on income from AI hardware sales. The agreements being made aren't for existing stock; they're for the total future production capacity. If the manufacturer produces a shit ton of AI hardware and the bubble pops, they're left with unusable inventory and nothing left to put on shelves. It's a fundamental flaw in JIT manufacturing. This isn't excusing anything. The manufacturers are being extremely short sighted to the point of negligence and it's probably going to backfire on them. But if they go down it'll greatly impact consumer hardware production, likely for years. permalink fedilink source parent
[–] village604@adultswim.fan 2 points 8 months ago* Not if they've bet the farm on income from AI hardware sales. The agreements being made aren't for existing stock; they're for the total future production capacity. If the manufacturer produces a shit ton of AI hardware and the bubble pops, they're left with unusable inventory and nothing left to put on shelves. It's a fundamental flaw in JIT manufacturing. This isn't excusing anything. The manufacturers are being extremely short sighted to the point of negligence and it's probably going to backfire on them. But if they go down it'll greatly impact consumer hardware production, likely for years. permalink fedilink source parent