Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
Even if the AI bubble burst today and we canceled all data center plans, it would take a while to pivot production back to something useable for consumers instead of highly specialized servers. Not four years but at least a couple of months.
Implicit in this prediction, is the assumption that AI data-center demand will continue that long.
It alao assumes that each data center will have a hardware refresh every few years to sustain demand.
I can’t see demand surviving the necessary pricing to be profitable over time with the inital hardware, much less to pay for the inevitable refresh.
Even if the AI bubble burst today and we canceled all data center plans, it would take a while to pivot production back to something useable for consumers instead of highly specialized servers. Not four years but at least a couple of months.