They are just absolutely DETERMINED to make literally everything shit.
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Oppose large AI datacenters projects near you. Get informed and organized.
What the actual fuck? It's just fiberglass! It doesn't take a billion-dollar fab like the chips do; how can they possible corner the goddamn market on it?!
holy shit are we all gonna get free gaming rigs when the bubble pops?
Probably gonna need to use the parts to build your perimeter protection and alert bots during the fall of mankind when that happens
Odds are, they'll be repurposed for cloud computation and/or social media bot farms.
So, no. I doubt it. Although I would like cheap hardware, considering my main machine is from 2010.
What makes it even better is they bought up all the existing equipment for data centers that aren't even built. And a lot of them won't be. And by the time they are, what's been bought and piled up in warehouses, will be obsolete and need replacement. Before it's ever taken out of the box.
It's by design. Altman literally bought the wafers themselves. We need laws to protect against this, and also a serious law with criminal liability for the destruction of it.
Once it comes the time, it will be better for them to destroy the GPUs and ask for more bailout money than to put them on eBay for cheap. The end game is a monopoly, this is just the first step. They can't let prices go back down afterwards either.
In a normal non-bubble world it would just be considered anti-competitive practices. Also typically it's not possible to do this, as it's like lighting a pile of money on fire and a single company can't afford to buy everything to starve their competition of infrastructure. A private business would vote that moron out, and a public one does the same with shareholder votes.
The problem was irrational exhuberance and everybody doing it everywhere. It self corrects eventually with the public likely eating the losses... but the hardware itself is marked down, discounted, and liquidated just the same so it'll restore the market for components that way.
That's the plan, so they can sell you Raspberry Pi 1-tier hardware on an HDMI stick, that you can "just plug into your TV or monitor, and rent a real powerful PC from the cloud, and never worry about obsolescence", as they dreamed about it since 2012.
Which means I can buy 32GB+ accelerator cards for peanuts on Ebay to run DS4.1 or Qwen3.8 at home on my own machines.
Same with memory eventually despite the memory cartel trying to prevent it from happening. Once demand implodes for GPUs, so does this synthetic demand for so much HBM, which means a pivot back into consumer memory and normal server RAM...
LLMs are still mostly useless, unless you want to fry your brain. The people that claim "moderate usage is the way to go" are just like the "I only drink one beer a day" alcoholists. Sure they don't get so drunk every day they're trashing pubs and the likes, but that doesn't mean they're not addicted.
Wow, it’s just literally anything related to computer and server components now, not just particular specialized components. This fucking sucks.
Is PCBWay pivoting to the “let’s print some money” strategy too, or are they trying to reserve some capacity so as to not completely fuck non-enterprise customers?
More to the point, how is it even possible to cause such a shortage? PCBs aren't even particularly high-tech the way the chips are; a determined enthusiast could make them at home.
And I don't mean just etching the circuits: I mean you could get some fiberglass, copper foil, and epoxy resin, and laminate your own from scratch.
They bought the manufacturing capacity.
The bubble is driving up the costs of everything with this artificial demand causing artificial scarcity. There is nothing rational about this.


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