• lordbritishbusiness@lemmy.world
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    12 hours ago

    The AI builders must be buying all the fab time and components to go to the build outs.

    Desktops will go first and fade as the entire production chain stops.

    Notebooks will be next, at least PC parts have a premium price, notebooks are too cheap to avoid it for long. Game consoles will face the same pressure.

    The supply shock is going to be as bad as COVID.

    • DFX4509B@lemmy.wtf
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      12 hours ago

      The supply shock is going to be as bad as COVID.

      • No, it’ll be worse, it’ll be straight-up apocalyptic. GenAI grifters are trying to cause an apocalypse.