I think prices will have to come down a fair bit once the demand from AI disappears. Yes the manufacturers are going to need to pay for the new capacity they built, but they’re also going to need demand to be high enough for the new capacity to not look like a terrible investment, and that will probably mean lower prices when they don’t have data centers filling up the next few years of their production.
Making consumer hardware again will mean retooling and I’d be willing to bet that data centers will be able to swapl their software to cloud based desktops/gaming a lot faster than hardware manufactures.
I think prices will have to come down a fair bit once the demand from AI disappears. Yes the manufacturers are going to need to pay for the new capacity they built, but they’re also going to need demand to be high enough for the new capacity to not look like a terrible investment, and that will probably mean lower prices when they don’t have data centers filling up the next few years of their production.
Making consumer hardware again will mean retooling and I’d be willing to bet that data centers will be able to swapl their software to cloud based desktops/gaming a lot faster than hardware manufactures.