I doubt it. If the ai bubble pops most people are going to be too broke for high end gaming pcs. plus the gaming market is small compared to data centers

>>110250405
shit nobody cares about? what are you doing in /g/?

>>110250306
>from people like us
Yeah, all 50k of us poorfag tech bros

>>110250306
Topping signal

>>110250306
really? What happens when supply meets demand? What happens to all the used datacenter components when they all upgrade to the next generation of GPUs and memory?
You people are the same kind of retards who buy high and sell low

>>110250872
buyback clauses. federal regulations on hardware (You) are not allowed to own it because you could sell it to china which would be bad. they would rather burn it all than let you have anything.

>>110250887
>they would rather burn it all than let you have anything.

a 'rogue AI' is going to launch a driver update that will fry every GPU in existence

screencap this post

>>110250887
And when supply meets demand? When suppliers have set up the manufacturing pipelines to produce the oceans of computer components required to satisfy the datacenters and megacorps currently funneling all the 1st worlds wealth and effort into making that happen, arms race style?
Will they really keep it prohibitively expensive just for consumers as just a "fuck you!" to us?

>>110250913
>>110250919
yes.

if the AI bubble pops, there will be a surplus of ram SSDs and GPUs since AI wont be using them
it's more beneficial for them to actually sell the tech because AI won't be making them money anymore
they need to be sold at a massive discount too in order to get them off shelves

>>110250919
To maintain total control of the technology, yeah obviously. They learned from the "mistake" of the internet. If you can only use cloud models they can dictate all humans will know or learn.

AI isn't going anywhere. If the big providers fail, individual corps will just buy hardware and run their own models. Inference will distribute, but not to you.

>>110250306
We know, retard. What's the point of your chucklefuck of a thread? Did you get bored of licking windows?

>>110250945
China will swoop in and buy everything

>>110250975
China can make their own

>>110250960
>To maintain total control of the technology
>maintain
They have already long lost control of all but the most frontier AI technology, at any time. What was cutting edge AI tech trade secrets in 2024 was soon available for everyone locally in 2025 (like w/ deepseek). Old / weak hardware isn't even going to be wanted for supporting frontier technology as it's way too slow.
And the existence of local at all means they've long since lost the ability to control everyone. Not to mention the competing LLMs who want to seem more honest than the next one, and the competing countries making them.
There'd have to be some authoritarian global central authority to get close to what you're talking about

>>110250306
>bubble bursts
Two weeks.

>>110250306
>There will be so much demand
I mean, you're right about the core premise, the prices will never go back down. But the reason that they went up isn't necessarily tied to demand, which is why demand has no place in reasoning for why the price won't go back down. The reason the price won't go back down is because companies literally need prices high to try and save themselves from insolvency by demonstrating both to potential sources of loan revenue (Banks, Credit Unions) and potential sources of investment revenue (Equity Firms, Stonkholders, Private Investors) that their goods are worth X Billion, and they don't want the value of X to at any point go downward, only up. We've reached the terminal point in our economic cycle where virtually all companies in the world are engaged in trying to tread water against inflation and/or collapse, real sales matter to that a lot less than making your business look like its a good place to park money to rich citizens or financial institutions. That is why prices can never go down, only up. It'll be the same with gas prices, manufacturing, consumer goods and literally everything else. Price will only keep going up, never down, until we reach insolvency.

I spent 10k on gpus, what will be my ROI in 1 year?

>>110250306
Usecase for hoarding gpus without ai?

>>110250306
it will when chipmakers get investigated and start to panic

>>110250306
I will buy all the RTX Pro 6000 from the broke AI zealots for cheap.

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Even at these 'highs' its has still gotten cheaper, the only way it can get cheaper is through enshitification, which youll see more of lmao

>>110250306
Very true

it's a cycle.
but yes if america bans chinese ram and they don't punish price fixing (but it's more likely they are intentionally not producing enough to drive up demand) it's very possible that prices will stay high in 2030 and onward.
Btw we will not get lower prices until 2030 because the new dram factories are opening up in 2028 (late 2027), so it's going to take like 1-2 years for the effects to be felt, and a ton of companies are locking into a high price for long contracts (but I bet most of these companies are trying to make sure the contract ends at around 2030~, but I bet they are forced to lock in for longer to get a reasonable price)

>>110250377
A 3D printed blower attachment is all it takes to install an A100 in your shitbox.
Though most of them don't have video outputs so people would have to do something productive (not gaming) with them.

>>110250887
company sells to china anyway to "recycle". china pinky promises to not resell on temu (they do cause even the slave at the recycling factory isnt that dumb)

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>>110250306
>They will not manufacture new gaming cards so the price will remain high
>But they will have an absolute shitload of surplus server GPU's that, if not them, thousands of failed AI startups will need to get rid of as they're liquidated
How hard would it be to fit a sever GPU into my PC and how big of a fan would I need?

>>110250306
OPs seems like he is seething
Are there people really that over leveraged on GPUs?

>>110250975
Guess my /nu/name is china

>>110254625
Anon, server grade gpu's still cost 10000x above their vram value, even if they got sold at 50% off, they will still be a retarded purchase, and it will make a $6000 5090 look like good value, since you can just buy like 8 of those and it would still be cheaper than buying 1 AI gpu.
(if you look at LLM benchmarks, AI gpu's are really good at running multiple AI's at the same time, but if you just want to run 1 really large model, it runs just as fast as a bunch of 3090's, also MoE models seem to be everywhere now and those things will run on 128gb of CPU ram at 10 tk/s or something, sure it would have ran 1000tk/s on an very expensive AI gpu, but that's actually too fast, most MoE models running at the max size require 600Gb of ram which requires a 4-8 AI GPU's (each one has like 100-200gb), and that will run at like 40tk/s or whatever you see on cloud providers which is a pretty good speed to aim for since it's already ~2x faster than what I can read).

>>110254625
Very easy. The Chinese already make sxm2 to pcie adapters and you can get a 16GB V100 with adapter and heatsink for like 300 something US. As long as you have onboard graphics you can use it to game in linux or windows.
Everything is PCIE so it's all compatible eventually.

>>110250975
This

>>110250306
Demand destruction my friend. Once the mania explodes, the prices of ASICs and DRAM will come down as contracts for ML farms disappear and a good number of existing facilities will close down as operational costs make them insolvent.

>>110256027
SXM2... V100... anon, I ain't staying on CUDA 12.9 forever to run power-hungry shit from 2017 that's a corner-case and very few projects support properly.
PS for the other retards, SXM3 is for V100 32GB. SXM4 is Ampere, etc...

>>110250306
>there will be so much demand
But the supply will exceed it.

>>110254509
>Though most of them don't have video outputs
someone would vibecode a solution for that in an afternoon.

>>110250306
>oy vey! just buy at any prices, they will never go back down!

>>110254625
Unless you're getting the 5090s they stole to aislop, you're not going to be using their post-collapse GPUs. Datacentershit doesn't work like a real GPU. That's assuming they don't just shove them into a shredder to "protect proprietary information".

>>110250306
Prices never go down, why would they? If I sell something for $10 and circumstances cause me to have to raise the price to $20 and you still buy it well, why would I ever lower the price back?

>>110260788
there is a ton of production being built that's going to be ready and in full effect all at once at 2030-2031.
And nobody is going to buy it because AI is actually pretty good at where it is right now.
The reason why they are building so much production is because the AI companies think that we are just going to let AI's run and govern themselves in clusters. Basically infinite demand, the more ram the faster it would get the job done.
Which is a cute idea, but it would require us to completely let go of all control and direction of basically everything we do. So basically we will get UBI and we just live like animals in a zoo, or we still need to work a job that an AI could probably do better but the AI costs too much/not environmentally friendly so you are basically just the cheap alternative to work.

>>110250306
they will, in a year from now at most

you should have buyderized a blackwell 6000 when i told you to

>>110250306
Companies don't hold onto parts forever anon, eventually things have to be replaced or higher ups want to get newer machines in to look good. There will come a point where the prices go down, the ram gold rush is too enticing for everyone to fail at saturating the market forever. And if no one can make RAM, then another technology will rise to fill its niche for desktop PC and normal computer use. We have AI models that are breaking the fundamentals of computer science wide open and you think they can't devise alternatives materials for devices that do computation?

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>>110250306
If you can't see that we are on precipice of another virtuous cycle, where multinational corporations eat themselves by funding tthat which will annihilate their own moats, I don't know what to say anon.

>>110250306
you're delusional if you think a single RAM stick or GPU will ever make out of these data centers. it will all go into a shredder.

>>110250306
>if the whole AI bubble bursts
Do you think the government will allow that to happen? If investor money dries up the government will bail them out. AI is a matter of national security. The country with the most advanced AI will win the wars of the future.

>>110250913
If every GPU is fried then what is the purpose of a screenshot? Surely you meant to say "print this post," right?

>>110258527
Can you think five minutes into the future anon? The point is that any sxm variant is simply pcie with a slightly different connector.
as the server chips age out they will end up in China where they Chinese will produce a sxm2,3,4,whatever adapter to regular PCIE, they will slap on a copper heat sink and a blower fan, and they will sell it to consumers.
the same with RAM even if they have to remove it from it and solder it onto a normal pcb.
All server components save nonvolatile storage will be recycled and resold to the consumer market as used equipment.
>but that means i will be a few years behind the absolute top in performance
so what, this is not 1995. a few years old is fine.
>but no one supports the v100
https://github.com/1CatAI/1Cat-vLLM
the community will provide if the demand exists and its fp64 performance is still good enough for scientific work loads.

the future of used equipment is looking great for anyone who is interested

>>110250377
>people are going to be too broke for high end gaming pcs
like they already are?

nobody but the banks and AAA hardware companies will be affected, this is not the housing crisis, literally 99% of americans will not even notice the bubble pop until deflation hits

>>110263689
all sxm cards are going to be destroyed before they are ever resold

>>110263827
why do you lie?
you can buy an ampere sxm variant on ebay at this very moment and if for sure is not new.
all of those card will end up for sale, no one is going to just destroy all that money when they can profit.
fucking doomers i swear you are on the nvidia payroll to try and convince people to buy some overpriced garbage instead of used deals

>>110262923
> The country with the most advanced AI will win the wars of the future.
Nope, the country with the most cheap drones will win.
Data centers don't win wars.

>>110254625
>>110254625
we'd have to find a way to rework those datacenter GPUs so youd either need a fuckhuge tower and dedicated PSU or find some way to rework the on board chips onto a PCB board with the mobo needed to connect into a regular PCIE mobo. Either way the turnout isnt good if the bubble pops

>>110263834
>ampere sxm variant on ebay
one, out of millions, really cool

who are the top AI companies? both are private and both when they go bankrupt will leave nothing

even the 3rd biggest AI company intends to put datacenters in low earth orbit that will burn up in 20 years, and most of their home grown silicon literally gets crushed at junk yards

>>110263907
>data centers in space
~1,500 per kg to launch, assuming falcon heavy
a fully loaded rack is like is like 1,200 kg and that is a standard rack. those ai racks probably weight more.
that is what 1,500 * 1,200 = 1.8 million US dollars per rack, per launch.
A 300 rack server would be 300 * 1.8 mil = 540,000,000 in launch costs alone.
That does not even figure in the price of the satellite itself, or the solar panels, or all the necessary radiators to cool the bitch
no one is launching data centers into space

please try to be serious. all old technology, save hard drives, are always sold, recycled, and resold. how do you think companies recoup some of the cost?

>>110263907
>This idiot still believes the sperg billionaire daddy and his dumb ass plan
Wow being a doomer fucking fries your brain to near retarded levels of IQ, that's awesome cool

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>>110250306
By the time RAM and GPU become cheap, im already too old for gaming.

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>>110263898
It's pretty much a solved problem
The 2X SXM board can even be put into whatever crappy gayming board you have and both GPUs will show if you enable bifurcation

>>110263937
Retards said starlink was impossible and now your kind want to nationalize SpaceX because they stopped them from being used on drones.

>>110264059
If you are going two gpu per card I think the external sxm2 to nvlink adapter is the better choice.with one gpu you can actually mount that on a pcb with a heatsink and blower. with two i think it will be a bit to heavy to mount in a standard tower case.

>>110264070
GPUs are already heavy.
Kinda why I'm not getting at how it's so impractical to use SXM GPUs when even regular GPUs are already so large.

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>>110264079
it can't be that heavy if the chinese can fit it into a two slot design with a copper heatsink.
although i am still waiting on my titan v. i want to try out volta before i invest in 64gb. maybe you are correct and i will have to mount it horizontally on the floor and not a tower.

>>110263838
What if
You can control millions of drones with ai controlled by data centers

>>110264102
I'm more referencing just regular gayming GPUs when talking about size.
Not sure how one can complain that an adapted SXM GPU might be to heavy to put into a case when gaming GPUs are so huge already.

>>110250306
use case for buying RAM/GPU?

>>110250945
they will be mining btc until ai recovers

>>110264128
When i only have 32gb ram. i cant do AI video slopping at all. Now i have 64gb i can do it flawlessly (most of the time)

>>110254625
Server grade GPUs do have the rendering functions.

>>110265158
with an igpu you can use a server gpu and play your video games. this works in both windows and linux.
it is the same feature that allows a laptop to have two gpus, an igpu and a dgpu, but only one set of ports those of the igpu.

>>110262972
Onboard graphics, brah.

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You're absolutely right. Hynix, Micron, Samsung, will simply just continue having +80% operating margins.
This is a thing that is absolutely guaranteed to persist forever.
t. extremely smart person

>>110265203
that's not what he claimed. even if demand from data centers drops, they will just artificially limit supply to keep prices high. these companies were proved to form a cartel in the past.

>>110265285
when things get rough one cartel member will have the sudden bright idea that he can lower his price and corner the market and suddenly the cartel is broken.

>>110250306
Not forever you retard

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Once the current push among hobbyist and tinkerers to build local LLM setups will rise up to some easy home solutions for common people, centralized models of big tech companies will fail to make enough earnings. When they can't sustain the reality of expenses they have to slash or shutdown.The current predatory approach to hardware resources—orchestrated by Microsoft, Oracle, and Amazon to build massive data centers—is unsustainable, especially given that purchased equipment is often left sitting in warehouses for lack of available data center space. All of these companies are reporting significant financial losses. It appears they made a calculated gamble: to capture consumers, force a shift toward a 100% cloud-based ecosystem, and reduce the user’s device to a mere terminal—stripped of local memory, hard drives, and dedicated graphics processing. Meanwhile, the general public is taking advantage of free, no-cost AI services, finding the performance provided at zero expense to be perfectly adequate. More demanding users—those who pay for premium services—are seeing the cost per token drop, thanks to competition from China. In parallel they themselves invest into localnet bigd*ck server solutions. The American tech giants, in their insatiable hunger for market dominance, are now being forced to adjust their pricing—resulting in revenue streams that fail to turn a profit. All the while, dedicated enthusiasts continue to refine and improve free, locally-run AI models. A few more months of this charade, and the major financiers will have no choice but to concede. At that point, the traditional hardware market should be able to return to a more natural, balanced state. My modest POV.

>>110265285
Doesn't explain why the historic trend is cheaper memory if their cartel is so iron tight.
This time it's different because trust me bro?

>>110250306
No need for any hardware in the future when everything that needs to be known is sent directly into the brain by remote human mind interfacing

>>110250306
I don't need "Cheap". I just need "Obtainable".

OP is right this is the new paradigm this is your one and only chance to make easy money. Invest now, invest everything. Do not hesitate.

>>110265285
>they will just artificially limit supply
Well they can try. Let's see how the new DOJ after trump reacts though.

>>110250306
Realistically, how does AI bubble even "pop"? It's so useful and helpful at the moment.

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>>110266607
AI may be as 'good and useful' as you want. But simply being 'good and useful' has not prevented dot-com bubble from bursting.

>>110250377
I want to run qwen+hermes or muse glimmer. My 3060 is already enough for videogames.

>>110250945
Going to need ecc boards to even use them. Shit isn't going to help normies.

many are saying that the bubble is popped, but there aren't any signs of that. what's tally going on?

>>110250306
yeah, there will be a shitton of used enterprise gpus without video output and which wont even fit into pcie.

>>110266785
The democrats swept the country which means that instead of AI scams they will inflict green energy scams. People are afraid of the regulation lowering profitability and deasibility of data center building. In reality the democrats will just let the data centers get built as long as their green partners wet their beaks and will do things like require the companies to fund green investments in the area to offset and require planting a bunch of cedars or similar to cut down on noise from them. But people are spazzing and panicing about the start of it.

>>110266827
basically, different side of the same coin, the agendas move on, but using different scams and psyops. however, what does thus mean for tech prices? i don't particularly see any drops in prices for RAM, SSDs, HDDs, CPUs and GPUs. have you?

>>110266607
>Realistically, how does AI bubble even "pop"
When the investors start wondering where their returns are

>>110250306
1100 dollars is still awful but better than 2900 dollars.

>>110263907
> datacenters in low earth orbit
I simply cannot emulate the mind of anyone who buys into the data centers in space bullshit. It's SO self-evidently stupid that it actually hurts to see people take it seriously.

>>110266849
It means nothing because the contracts are still in place. Maybe we'll see big selloffs of the warehoused gpus but that means nothing for normal people. It does mean that SMBs like law offices may get to snag up some H100s and H200s to run local models which will be really cool in the msp space. But their ram is ECC, any change in price will be trickle down slowly as contracts expire. Most of the contracts are to 2030-2035. We're fucked regardless for a long time more.

You're better off hoping china ramps up memory manufacturing in that timeframe desu.

>>110264062
Starlink IS impossible. Jeetlon is scamming retards with cell antennas.

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>>110264128
Keeping them away from people who would use them to form a functioning society.

>>110250306
You are wrong, the prices will drop not because AI bubble, but AI will be too demanding that most pf these consumer grade won't cut it, and they will sell for dirt to buy the pro enterprise ones instead

The AI boom is killing the customer base for many of the products of AI.
By both taking the components and taking the jobs of the tech people that would buy and utilize ai products.

If computers become less common less people are going to want not only computer parts but less computer software.
As for gaming, it will be a heavily damaged market as the customer base shrinks due to cost of participating and large studios go bankrupt.
But even business oriented software customers are going to shrink.

AI is eating itself while promising fewer jobs and more expensive electricity (livestock won't even breed near datacenters they are so toxic and annoying to animals.)

>>110266690
>using AI to predict AI bubble pop
genius.
>>110266897
it'll take some time for that because as of the moment, AI is fucking lucrative. the scope it's used to spread fake news and control narratives in poorly governed countries that translates to more corruption and more siphoned funds = basically unlimited money.

>>110267147
we've had satellite internet since before you born

>>110267147
>>110264062
Literally no one said starlink is impossible. I've been in the sphere the whole time.Elon was being criticized for his self-driving lies, his hyperloop lies and his solar fraud comany.
>>110267837
>it'll take some time for that because as of the moment, AI is fucking lucrative.
Its not. It's not profitable.
They got huge loans, and huge investments, by vague AI promises. Lenders and investors expect more money back. That can only come from profits.

>>110267594
The goal is 95% depopulation via economic non-viability.

>>110267916
That worked so well on africa

>>110266849
>what does thus mean for tech prices? i don't particularly see any drops in prices for RAM, SSDs, HDDs, CPUs and GPUs. have you?
>>110267035
Of course there's no price drops yet. They have signed the contracts for ram production in 2027 already, for example.
It's going to start once the bankruptcy fire sales of the worst AI companies, like coreweave and anthropic comes in. Then there will be a big supply of GPUs that actually needs to sell (There is a lot of supply since late 2025 already, but they are not forced to sell). Ram will follow.

>>110250306
Democrats will push legislation that will ban self hosted LLMs, you'll be raided for running your own AI models and not paying for the $100/subscription to the government sanctioned model.

>>110267916
>>110267979
>depopulation via economic non-viability.
Okay but how? All of the world, especially the western world but also low iq populations like africa is rewarding breeding with not needing to be economically viable at all.

You're also challenged by populations like the amish that are unaffected, even traditionalist jews might revolt.

Even if birth rate declines to 1.0 there will be a lot of normies for generations to come.

You need to change to a explicitly dictatorial, genocidal system or you need to find a way to double-tripple degeneracy which is actively being rejected.

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>>110268066
why would they do that, all the talk is about data centers, I never saw anyone ever talking about self hosted AI

>>110268066
You have a good point, but it's also showing that the AI bubble is popping already.
Democrat victory is better for the AI hype, for openAI and anthropic because it gives them a higher chance of regulatory capture, banning or highly restricting all others so they can finally be profitable.

But that also exposes that that AI crash that started ~oct 15 is not about democrats, it's about the market as a whole finding that AI will not be profitable in time.

>>110268083
Because they are more willing to just randomly ban and regulate. Which they will often do to benefit capital. They are still bought off by AIPAC-Israel, remember. But nah I dont think they will go that far, but the sentiment is kind of right.

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>>110265369
>stripped of local memory, hard drives, and dedicated graphics processing
enjoy being naked and fund some new greasy leather jackets.

>>110268083
Don't bother replying to the jeet, anon
He wants you to think AI slop making people retarded and inflating the prices of hardware is good and that we shouldn't outright ban it
AI is literal demonic israeli tech

>>110265285
yeah and they've been made to stop being cartels in the past. There's no way they can control prices to keep margins high forever. Eventually the government just tells them to stop because its hurting the rest of the economy.

>>110250306
Prices are bound to drop, will they be back at their retail prices, fuck no
It'll remain high but it'll become more affordable.
People that cry about prices never going down tend to envision the next 3 month.
In reality the bubble is already showing signs of bursting, it's way too much money for barely any profit.
The price drop just won't occur until atleast the end of 2027.
This is just like the .com bubble people shit money everywhere and 90% of these investment will feed the void.
The 10 remaining will feed the actual leader in LLM which will remain.
Local LLMs will become more popular too so prices will remain rather high, but any retard being able to use a 270B model will soon be unable to do it without pigging massive fees.

Xi refused to buy nvidia chips not long ago. Why does he need spies to buy more nvidia chips?

>>110268082
Actually africa is the only place with a growing population. Everywhere else is below replacement which is why they're constantly importing immigrants to fill the role of worker/consumer/tax slave.

>>110268083
Democrats love making companies into state mandated monopolies

>>110254509
>Though most of them don't have video outputs
Does that matter? Just use the iGPU output. I'm sure the OS / drivers can do that, they've been doing it on laptops with two GPUs forever.

>>110271175
there's a huge performance cost in doing that. i saw like -40% performance on my 4090 when doing that

>>110250306
gpus were expensive during crypto bubble then they got affordable and now they're expenisve during ai bubble
ram prices will behave the same, just wait for the bubble to pop

>>110271184
AI companies are working 24/7 to give vast swathes users AI psychosis so they get dependent on chatting with their chatbots. These AI fanboys and girls don't give a shit about RAM or GPUs - all they care about is chatting with the chatbot. Demand will not drop as the AI psychosis nutbags need their fix every 5 minutes. 5090 is axed. 5080 is cut. GPUs will be a luxury made solely for datacenters.

>>110271181
-40% on an A100 is still a considerable jump over my current GPU, hell it might even still be a power efficiency win. Plus that drop would be nonexistent in GPGPU tasks.

>>110271239
>GPUs will be a luxury made solely for datacenters.
the sky is falling, the world is ending, ai will grow forever, worship your new god
fucking hell are you doomers paid for your bullshit opinions?
you can buy plenty of used computers that can do anything a person wants right now. all the current data center shit will be repurposed and sold back to your average person in a few years.
do you think people during tulip mania thought people in the future would never be able to afford tulips in the future?

>>110271239
yeah buddy remember 2022 when there weren't any gpus?

>>110271248
>>110271257
quit shilling for big AI. you morons think the AI bubble is popping any day. AI is getting bigger every minute. go on believing the market will return to normal, you're deluded as fuck. a classic case of hopium for the dumbasses.

>>110271248
>you can buy plenty of used computers that can do anything a person wants right now
buddy you need more than 4gb ddr4 to do anything other than log on to chatgpt. anything remotely modern is thousands of dollars.

>>110271308
buy an decommissioned workstation board with 8 ram slots and install 8 4gig sticks, they are like 15 dollars a piece and you can have 32 gb.
is that not enough?
ddr4 ecc is cheap when you buy the smaller stuff. even 8gb sticks are not that badly priced.
fucking get creative

it's always amusing when illiterates rant about the ai bubble bursting and compare it to the crypto boom or other niche events. crypto bros were a few thousand mining. ai is used by billions of people and it's a nascent sector. even at its height do you know how many government departments were crypto mining? under 1. ai is in every sector from the white house to schools to medicine to finance, wall street main street, the young the elderly, every nation on earth. and you losers think the bubble will pop in a couple years 'just like when there was a rush on nvidias during the last big videogame release!'. it's actually quite sad the utter ignorance.

>>110271494
>pump my ipo please i need he general public to buy shares so i can get out before the collapse
pathetic

>>110250919
>Not understanding basic economics
Its not as a 'fuck you' to you, you uneducated troglodyte. Its because when the value of goods goes down on paper the value of companies and the governments that claim those companies' earnings as part of the tax base and GDP all trend downward. For fucks sakes, we're sitting right on the edge of the big megafuck, nobody wants to be the one to set it off and nobody wants to live through it. It'll be a hundred years or more of just endless regret and human suffering, whether or not you can get a cheaper GPU is utterly immaterial to that.

>>110262286
Anon, they're going to buy it. Not because they need it to improve AI but because they need the processing power to drive an entire global workforce by remote. The endgame with LLMs was always making a model capable of doing 'well enough' to replace the majority of third world labor, which in turn already replaced good labor. It has to be done by remote from data centers because that's the only way to force business both to pay subscription costs and use proprietary hardware, and to ensure that the companies investing in it maintain global monopolies over the new labor force. Its still going to require anywhere between ten and a hundred years worth of upscaling or possibly more, depending on how quickly and how much we expand that workforce. If war is on the horizon and we see the first round of remote-piloted robotic soldiers, that'll add a few zeroes to the numbers required.

>>110271575
>they're going to buy it.
with what money? the loaned money will not last forever and those loaning the money are going to demand a return
how do you generate the return on those chips that will be decommissioned in a few years?
the gap between what the technology can do and what is being sold and people fear is so huge you can fly a space shuttle though

>>110271589
how do you not tire of being wrong like all the time?

>>110271682
show me the money, show me the return
because from what i see based the current crop of ipo that none of them are profitable and the current ai business has transformed profitable tech companies into companies that are now having to burn money and take out loans to buy more equipment or fire people to transfer money from one cost center to another.

>>110250306
If the AI bubble bursts, all the manufacturing capacity currently being used for building AI data centres will suddenly be free to service consumer demand.
You are retarded.

>>110271693
The more you buy the more you save

>>110251114
>>110271559
On paper, MSRPs of GPUs can still go up and consumers would be paying way less than now as long as there's stock. Imagine, GPUs could even go on sale. Everyone wins.

>>110271693
hardware ban mean chinks will buy anything on the black market

>>110250306
They will sell at a loss or they won't sell at all.

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>>110250913
I haven't updated my drivers since 2020.

>>110271162
>Everywhere else is below replacement
See:
>Even if birth rate declines to 1.0 there will be a lot of normies for generations to come.

But also birth rates aren't uniform. With an average like 1.5 kids/woman there is a lot having 0, a lot having 1, a lot having 2, but also some having 4. It's the genes of those having 4+ that are passed on.

>>110273041
Those are swarthoids

>>110250306
Not for that reason
Robots are next in line to trigger massive ram shortages
There's simply no reason for ram manufacturers to care about normal consumers anymore

>>110273280
Robots have not proved yet to be able to substitute human manual labor.
It may be a more difficult problem to tackle than it seems at the moment.

>>110271589
>>110271686
AI is going to happen and the sooner you accept that the sooner you can figure out how it will happen instead of using your dumb gay "logic" to cope.

It's really fucking simple:
1. They will get more loans.
2. The AI will be built.
3. The loans won't be paid off.

The money does not fucking matter. AI is getting built.

>>110263931
>>110263937
>>110267026
Space is happening too.
>But it's not viable
Doesn't matter, it's happening. Get over it.

>>110273487
no one said the technology is going to disappear. the technology can be real and the current crop of companies doomed.
the future of ai looks something like granite from ibm deployed locally by companies or individuals that can control their data not huge data centers that people pay by the token and who also steal all the data you send.

You can just buildore fabs

>>110267594
>As for gaming, it will be a heavily damaged market as the customer base shrinks due to cost of participating and large studios go bankrupt.
Nah, they're timing the correction perfectly for the PS6. A few data centre companies will go bust and capacity will be perfectly freed up for PS6 and it will look like such a good deal compared to all hardware for the last few years and everyone will remember what happened with the PS5 availability and price so everyone will buy day 1. There will be enough PS6 owners to keep the games industry going for the next 6 years of AI chaos.

>>110271693
Or its free to service other enterprise demand. There's other kinds of data centers and those actually do make money and would love nothing more than fat discount on everything.

>>110251114
>We've reached the terminal point in our economic cycle where virtually all companies in the world are engaged in trying to tread water against inflation and/or collapse, real sales matter to that a lot less than making your business look like its a good place to park money to rich citizens or financial institutions.
No. There's very solid companies that make money, see dividend aristocrats. They're up 18% in a month last i checked as the AI hype deflated.

>>110273487
>3. The loans won't be paid off.
You guys seriously forgot bankruptcy is a thing that exists and happens. Stocks only go up. Buy the dip. It might in fact not go up and if loans aren't paid it's bankruptcy and you, the bag holder, is paid last. Creditors are paid first.

>>110273540
Yeah but not fast enough and everyone you put to work in those fabs are people who in theory could've done very serious work somewhere else. And the final result is still that you can build more chips than there is power capacity to run them, which is the situation right now. Just stop having people buy chips they can't use and this problem goes away. Everyone would save money and everyone would get the hardware they actually need.

>>110273777
I don't think you know how many bankruptcy types there are. Plus they'll just merge with something else. Or the state will bail them out and spend our money anyway.

>>110250306
imagine being a poster on /g/ and thinking you know one fucking thing about the future. lmao.

>>110273818
Well, i know one thing. You will never be a woman

>>110273808
>I don't think you know how many bankruptcy types there are.
Doesn't matter, there's no "shareholder first" bankruptcy available.
>Plus they'll just merge with something else.
Who wants to merge with a bunch of debt? For the first bankruptcy of crwv there's only really nvda that might want to (and can) buy them out, but that's only to save face. Who will save oracle?

aapl and msft are the only other big players that can (goog already in negative cash flow) but aapl is anti-AI and it has paid them very well so far.

>Or the state will bail them out and spend our money anyway
Yeah this is looking increasingly unlikely.

>>110273891
congratulations, i suppose.

>>110264059
>bifurcation
that was a good fap

>>110250306
>Even if the whole AI bubble bursts, there will be so much demand from people like us that the prices will still be high af.
the market already responded by focusing mainly games that run on a potato the chip makers fucked themselves the market no longer wants better graphics just better games.

>>110250306
thanks for the tip sama/dario, but guess what all your warehouses of ram will get liquidated = shittion of cheap ram, you do your bet on agi, I'll keep mine on cheap ram

>>110273978
Pretty sure "people like us" meant local AI chads, not /v/irgins.

>>110273781
>Yeah but not fast enough
AI is not going away. You can just build more fabs and profit of high demand in the few years when they are finally built.

>people who in theory could've done very serious work somewhere else.
Making high speed chips is one of most serious work you can do nowadays.

>Just stop having people buy chips they can't use and this problem goes away.
High demand is not a "problem", it's an opportunity to increase supply.

>>110274441
>not /v/irgins.
The main use of local AI is generating porn that sounds more like a virgin than my gamer ass.

>>110274489
Again, we're already producing more chips than we can power. You could build a thousand more fabs and the result wouldn't be more data center being brought online, you'd just be wasting labor that could've done something else.

>>110274561
I'm hoping that as a response we'll start up nuclear power plants instead of putting infinite money into wind and solar. Thorium salt reactors.

>>110274561
>Again, we're already producing more chips than we can power.
It's not true lol. Data centers take orders of magnitude less power than households combined. You can easily power all the chips that would replace old ram and GPUs that people have. Also there is only a handful of countries that actually build data centers at scale.
And as always, higher demand calls for higher supply. Build more powerplants.

>You could build a thousand more fabs and the result wouldn't be more data center being brought online
Data centers are not the only consumer of chips.

>you'd just be wasting labor that could've done something else.
What are you, Soviet union? Free market will determine where the labor is most needed. And we are definitely in need of more chips.

>>110274670
>Build more powerplants
that takes years to do and good luck with that, crude oil products are in short supply these days

>>110274624
When nuclear can bribe the democrats instead of solar and wind companies this will happen (it won't)

>>110274685
>that takes years to do
AI is not going away. The demand will be here making it profitable.

>crude oil products are in short supply these days
We have more than enough fissile material for hundreds or thousands of years.

>>110274670
>Build more powerplants.
Everyone who can build and operate those hypothetical plants are doing other things, like building data centers and fabs. Whatever free market dynamics exists in this sector have already been blown apart by the government regulating which countries are allowed to buy the chips, where you're allowed to build the data centers, what power you're allowed to build and where, and so on. Its resulted in a situation you're clearly unwilling to come to terms.

>>110274704
>AI is not going away. The demand will be here making it profitable.
AI needs mountains of compute and memory to work the more of both it has the better it works for business to business there is not enough demand to pay for it all and if you downscale to what the market will pay for you get a weak and useless AI.

>>110274733
>Everyone who can build and operate those hypothetical plants are doing other things, like building data centers and fabs.
Educate or import more workers then.

>>110274878
That's why we need more fabs and powerplants.

>>110274945
If it keeps crashing and has no money, then who pays for chips and GPUs?

>>110275571
>If it keeps crashing and has no money, then who pays for chips and GPUs?
Nvidia will basically give you GPUs on a loan.

>>110275604
>the biggest models
the future is not big models that do everything its specialized smaller models that a company can run locally and use to maintain control of all their data.
if you are mcdonalds and say need a model to take orders why would you need that model be able to code or do math?
giant models on giant servers are not the future they are the soon to be past, a dead end

>>110275649
>just run an API call every time to them.
how long do you think that is going to last as token prices increase? the big providers have to raise prices to try and become profitable and eventually the companies that want to use ai will determine that something like granite or a chink model will be good enough and deploy it locally for cheaper.
this is why they scream for regulation, they want to make all but themselves illegal to create an artificial moat around their shit business

>>110275571
>Educate or import more workers then.
We're already doing both and its not enough. I genuinely think you don't understand the scales involved in this. Even if you just looked at one company's planned build out it would be ambitious in the extreme but perhaps realistic, but now we have multiple companies all with equally sizable plans and they're all conflicting with each other for resources and labor. If all the planned data centers are built and get the power capacity they need, most of the US power grid would exist just to power data centers. Its simply not happening.

>>110275571
>>110275834
We have the resources and workers.
Any worker shortage is merely companies not willing to pay.
If there is ever a problem in the US it's merely a result of the entrenched dogma that any growth must be regulated and managed to the utmost extreme.

We can build power, we can train people to set up large scale renewables, we can restart plants that were slowly cut out due to climate regulations. Even on the supply side it was only recently that factories producing critical equipment like transformers say any significant output

Most don't understand the rot inside the country at the moment. The US took the lead in the 60s and decided that meager 2-3% growth in real production or even a managed decline in every sector was acceptable, preferable even as long as there can be a certain level of squeeze.
Under no circumstances must there ever be the possibility of an over supply of anything, including power.

>>110275957
The spending on this sector alone is measured in the hundreds of billions every quarter and its bringing previously profitable companies into the red because its that expensive and unprofitable at the moment.

>>110250306
Anyone who wants lower prices is poor.

>>110275957
Incorrect: worker shortages are always from workers demanding more for their time than it is actually worth—businesses should be able to conscript workers to resolve worker shortages.

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>>110250306
the financing for datacenters will dry up soon, not only because they are unprofitable but also because they are deeply unpopular

>>110273487
>3. The loans won't be paid off.
you are likely a retarded third worlder so it will go over your head but let me try anyway: there is no scenario in which this is going to happen, the government is not going to bail out anything with democrats in charge and private lenders will sell every last bit for scraps to recoup losses
>Space is happening too.
oh yeah, you are definitely a shit eating piss drinking indian

>>110275604
>Look anon, is principle it's simple, the biggest models need a ton of compute, compute needs, power costs
More fabs and more powerplants then. Build dem nukes.

>>110275834
Germans closed all their nuclear power plants. I'm sure you can offer their technicians some position at new US powerplants.

>>110276162
I can identify you almost immediately in those thread, dalit

>>110250306
Most likely not, Datacenters just bought THAT MUCH hardware. Enthusiasts in the AI bandwagon are a fringe group, so they're not even going to put a dent on the surplus hardware in the used markets.

>>110266719
Those kikes stole the non-ECC ram too, let's not forget those grubby fucks used public funding to steal our own shit.

>>110276201
Even if you somehow could build every single nuclear plant that Germany ever had you wouldn't even have a quarter of the capacity needed just for the approved data centers in Texas.

>>110276248
Alright that puts it into perspective.

Well, time to educate more and more nuclear technicians and built more plants.

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>>110273487
look, I get why you are the way you are. by india's government own admission more than half of children there are raped, so right off the bat you are likely born as an incest rape baby. consanguinity is why your expected IQ is around 75 which is firmly in retarded territory. you are born looking like an actual demon in a country populated by demons like yourself. unlike westerners you have nothing to lose, from your perspective things can only get better. but they wont rajesh, not with AI, not with the flying saucer datacenters, it's going to be just eating shit and getting raped, forever and lakh of stocks and crypto you scammed away in your little brokerage won't change a thing. you are in a sense, the perfect unpaid shill for altman and amodei and that's all you will ever be, before sliding into obscurity after this dumb fucking bubble collapses completely. dismal, just absolutely dismal existence

>>110276293
Write you congressman, good luck.

>>110260379
>Cwaude code me a HDMI powt pwease

>>110276137
>racist spambot from pakistan doesnt know elon is full steam ahead on space dc

>>110276693
>pakistan
lmao, you dumb fucking third worlders think we even care what's the difference between various shithole you pour out of, pathetic

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>>110250306
Go and take what is yours.

>>110250306
>if the whole AI bubble bursts
And it will never burst, since every CEO and their mother shills AI like it's the second coming of Christ. There will be never, ever going back from this shit

>>110250306
I'd guess that in another 24 months pc building by hobbiests will have dropped to a level that means it will never be worth a major company releasing product for the market again. Going to be a lot of bankrupcies in companies that make stuff for desktop pc building too and those companies won't come back either. 20% drop in PCs sales this year anmd another 25-30% incoming next year. PC building as a subset of that is stone cold dead.

>>110250872
>really? What happens when supply meets demand? What happens to all the used datacenter components when they all upgrade to the next generation of GPUs and memory?
You don;lt think data centres use PCie and DDR5 do you? For fuck sake cpome on, only a tinyt fraction of PC builders actually have the skills to work with stuff like HBM and SXM it's a steam learnming curve for most as well and a very expensive one

>>110277049
go to bed anon you're drunk on a school night

>>110250945
>there will be a surplus of ram SSDs and GPUs since AI wont be using them
None of which can be used in an ATX case certainly with the RAM or GPUs. In fact you can't even run that gear for long without learning that you need server PSUs as well because HBM does not tolerate consumer grade PSUs or even connect to PCIe buses A tiny numnber of the people on this board have the actual knopwledge to do that and they do exist but they don't build PCs for e.g gaming with that stuff because it's useless in a PC

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>>110276970
>And it will never burst
Directed by Robert B Weide

>>110277064
Don't drink. Just don't like it and thankfully I don't have to work anymore..

>>110276894
it isn't yours, commie faggot poorfag

>>110266719
you can always tell the anons who have never touched a server in person, because they do indeed say things like "used AI memory will make things cheaper!"

>>110277997
not a single human being gives a fuck about form factor, oh no server hardware is different, will it be cheap and solve a problem? then everyone will buy it.

you gotta be a bot because platforms have consistently changed over the years anyways, do you think x58 broke peoples minds with triple channel ram? nah, you arent human, period.

>>110278492
post your server component build or shut the fuck up

>>110278553
what kind of crack are you on? lmao dual xenons were on the rage 2019-2020, by 2024 third gen epyc was getting very cheap and you could actually get a combo with used parts on ebay for 64gb of ram and 24c for like $600, out a few for some customers for AI purposes right before the ram crisis

wait why am I replying to an obvious troll bot thats apparently too stupid to build legos

>>110278580
Cool, then post your server component build then. Shouldn't be too hard given how many times components have been cheap enough for you. I'm sure you've build like five rigs just with server components over the years.

PC gaming as a hobby will be half dead by that stage. Normies will content themselves with their Switch 2 and PS5.

>>110278601
that anon doesn't know what they're talking about, of course

probably doesn't even know that you can't put SAS drives into SATA slots.

totally implactible, but i've always wanted to have a blade server in my garage just to say I had one

dumb, but soometimes doing dumb stuff is fun

>>110276137
>>110276322
Alright. Calm down, Agent Smith.

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>>110278601
imagine never buying an old mi instinct and doing a full shroud replacement and popping on a fan

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>>110278601
or using a custom chink pcb to transform your sxm2 v100 into a standard pcie card with heatsink and fan

tl;dr all server shit is just pcie with a different connector and all can be converted to home use

>>110278926
>>110278907
>still can't post his own rigs
disgraceful

my theory is jews saw stuff like The Will Stancil Show and shit themselves and decided goyim cannot be allowed to own computing hardware anymore. so they jacked up the prices and used "AI Bubble" as a narrative.

>>110278939
>if you don't get up off your ass and take the photos i demand you are wrong
any personal photos are irrelevant to the point. sever hardware has a long history of being sold to consumers on the second hand market.
that being said most would be happy with a titan v instead of the v100 if they just want to game and those can be had for cheaper and that does not require any modification at all.

>>110278969
The issue is that most consumers genuinely aren't interested in buying used server hardware. Most people are paranoid just buying used parts in general nevermind used enterprise hardware. Its such a niche thing to do that you can't even post a single image proving you personally do this these things. And you think that when these things go on the second hand market it'll make a noticeable impact on the consumer space?

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>>110279001
this is the best you get faggot

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>>110279001
and more used garbage including mining gpus without a display out and a titan v that just arrived in miami.
i don't care about the overall market i care about cheapies for me and the used market will provide

>>110279054
So when you were actually just lying when you said

>not a single human being gives a fuck about form factor, oh no server hardware is different, will it be cheap and solve a problem? then everyone will buy it.

>>110279100
that was not me anon and you should no better than to think every single person who responds to your post is the same person.
i am here to simply pound into your idiot head that the used market exists and people will buy from it.
not everyone but that is irrelevant. although cost will drive more people to the used market the same way cost will make people buy a used car.
the doom and gloom around ai is insane. it is a huge used market opportunity in only a few years. this is not the death of the pc market it is the birth of a golden age of repurposed corporate hardware.
every single bit save the hard drives will end up sold and repurposed thanks to the chinks.
the future is so bright for the man with the right kind of eyes

>>110279054
used market will eventually catch up to the new market. dont delude yourself into thinking otherwise
if there's no new hardware to upgrade to, there will be fewer things to buy used and those that are there will cost more.

>>110279126
>that was not me
Oof

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>>110279155
notice the distinct lack of you's
your bullshit selling of end of the world ai will grow forever your life is shit and nothing will get cheaper or improve is weak and not founded in any reality

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>>110279170
sorry but I hacked your machine and yeah, its all you

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>>110279196

>>110251114
>But the reason that they went up isn't necessarily tied to demand
Prices above cost are only set by supply and demand

>>110250306
>we have the same demand as ai companies but somehow hardware companies dont want to sell to us
ok retard

>>110279990
is he right though?

>>110250306
gayming is overrated.
Read a book.

>>110250306
it will not only because cheap again, it will be flooded in the market
you are simply retarded

>>110250306
>tranny thinks open hardware gap won't be filled and nobody is interested in free money
you are brown

>>110281881
No. Demand is just economic speak for "the amount money people are willing to throw at something". Consumers simply don't have as much money. If hyperscaler demand goes away then revenue will start to drop and the best way to boost revenue when all your products have 90% margins and low sales volume to lower prices and make up for the lower margins with higher volume. The alternative is to just report the same revenue every quarter and basically be dead in the eyes of investors.

>>110250306
These companies can literally have 50% of their stock price wiped out and be fine. AMD is rich and is not in any major debt for example.

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>>110250306
ok jew

it'll decrease prices steadily over a year or two you stupid fuck. obviously it won't instantly collapse the prices

>>110282300
so what youre saying is prices will never come back down?

>>110250306
You're overestimating demand from gamers and local AI loonies and underestimating demand from datacenters. The reason why datacenters bought all the GPUs was because they were infected with FOMO, they truly thought AI was gonna revolutionize everything and that GPUs will be scarce so they essentially bankrupted themselves to buy every available GPU they could obtain asap. A couple of issues with that a) this became a self-fulfilling prophecy, because every datacenter thought the same thing and everyone attempted to buy all the gpus which fucked prices for everyone b) most of the GPUs they obtained are sitting on some warehouse unpowered and unused because they didn't account for the infrastructure necessary to power all that shit up.
So now here's the situation, everyone has started waking up to the limitations of LLMs, it won't fundamentally change the world, at best it'll make programming much more convenient and, maybe, theoretical mathematics, and a lot of datacenter owners woke up from the spending fervor with mountainous piles of debt and not enough people, other than programmers, want to use AI that much, and investors have become spooked by all that and borrowing rates have skyrocketed, valuations have tanked and at the end all those unused GPUs will be liquidated (i.e. end up on the used market) for pennies to the dollar.

>>110283756
this, we'll see this hardware be decommissioned very quickly and this whole psychosis spooked a lot of lenders already to the point they will be very careful next time SV tries to push another bubble on them