The demand for SSD's and HDD's is just going to keep going up. Are they building new factories to make more?
>>108232133>Spend billions on new factories to double production>AI bubble pops>Demand drops by half nearly instantly>Surplus equipment floods the marketUnderstand yet?
>>108232133Last time they did that (COVID), demand cratered suddenly and so did their profit margins. They're not making the same mistake again.
>>108232133they have no competition, no one can stop them from raising prices
Kids out of school?
>>108232133 (checked)>keep supply low>demand skyrockets>???>profit (literally)It's that shrimple.
>>108232155that sounds like a good thing
>>108232333Yeah SSD market has competition, which sometimes gives us great times like in 2023, but HDD market is basically just 3 big companies, kinda like RAM.
>>108234259AI investment is the only thing keeping the US economy above water. lol
Why would they?Nobody knows how the AI retardation will behave in a year or two, and for now they're making a killing without spending anything extra.The only thing that would motivate them is the fear of losing market share to competitors, but we now know everything is one big incestuous family at the top and I'm sure trump would happily play the best shabbos goy ever and attempt to use tariffs against any newcomer and people purchasing from them.
>>108232133is this a serious question? did they not teach you anything about business practices in school? even my shithole 3rd world country had that as part of the curriculum
>>108234280>Yeah SSD market has competition,but not NAND production
>>108234259>that sounds like a good thingFor us. Not for the companies. And companies don't give a shit about us so they do everything in their power to avoid that.
>>108232155>Surplus equipment floods the marketLol. Lmao even. This is wishful thinking. They will destroy all that shit just like most datacenters do.
>>108234855>They will destroy all that shit just like most datacenters do.Not really. If it's an AI company then the investors will demand blood out of the stone and the devices will be liquidated to restore funds. Unless yes, someone says 'lmao sensitive' and they all get shredded.
>>108232155It's kinda crazy that people somehow pretend computers are not our future whether it's with or without AI.
>>108234321Hey thats not true Anon, there is also a vibrant new gambling industry that's growing like crazy!
>>108232133Google the beer game. Now multiply that simulation with billions of dollars, is a recipe for disaster.
>>108234259In that case, build a HDD factory.
>>108232155>Surplus equipment floods the marketThey will just do what Gibson did with guitars. Call them "unsalvageable and damaged with unsafe components" and then destroy them. https://www.youtube.com/watch?v=9AHhKRqdtGs
>>108234872>It's kinda crazy that people somehow pretend computers are not our future whether it's with or without AI.
>>108232155>AI bubble popsOkay, really now. What is wrong with you? You people are so fucking stupid it's unbelievable. There will be no bubble that pops, because all demand for AI is driven by world governments. These are not private companies that are pushing out products for consumers, whose life is dictated by consumer demand. These companies are run by the state. They're fronts. Every single solitary atom of AI development is 100% state driven, to be used as weapons against the world citizenry. How fucking dumb are you people? How do you not understand this?
>>108234855>>108234866Sounds like a good time to invest in e-waste recycling companies because they're the ones that are going to end up buying all the consumer-useless datacenter junk (which judging by everything Ive read, will be nearly everything) to extract any rare-earth/etc materials.
>>108236724How come you can find used datacenters GPUs then. Will Jensen say to execute order 66 and everyone who has bought their hardware is compelled to destroy it.
>>108236868Shhh don't disturb the /g/tard larping with reality.I didn't buy "used"(new) A series accelerators from China naaaah they get run over by a truck or something.
China is doing it, buy you won't hear about it because you live in die Juden-Lügenpresse infobubble and China succeeding makes their line go down
>>108236778Frogposters automatically forfeit their right to call anyone stupid
>>108232133>Expand production capacity>NAND flash prices go down OR demand for HDDs go down>You are now bankrupt because the factories cost will never be recoveredThe planners are not confident the demand is durable. Expanding production is very risky for HDD
>>108232133Trump's tariff uncertainty makes that a gamble. But this should now be behind us.
>But this should now be behind us.does he not know?
>>108232133Cheaper to fix the prices with your competitors.
THE PRICES WILL INCREASE BECAUSE WE KNOW WHAT WE GOT
>>108237343ebay sellers were right all along
