• FuglyDuck@lemmy.world
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    1 day ago

    It takes a decade or more to build a new chip factory and bring it to full production.

    Shorting the supply now means driving prices up and holding, making bank.

    (I don’t know if that’s what they’re doing, but there is motive there.)

    • ikt@aussie.zone
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      1 day ago

      you must be a time traveller from the year 2022 before ai was a thing

      • zarathustrad@lemmy.world
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        18 hours ago

        You must be a time traveler from 2032 when AI probably still won’t be a thing. (Unless we change the definition of the term).

        How are those unbuilt data centers with no power infrastructure going to use all this 2026 hardware that will be obsolete by the time they come online again?