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Cake day: December 22nd, 2024

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  • hardware has been converted to manufacturing datacenter variants of this hardware.

    Some of it has. Not all of it (except for Micron).

    nor would it crater consumer hardware demand.

    It doesn’t have to. It seems we both agree that server hardware demand clearly impacts consumer supply, and yet for some reason you seem to think this is a one-way street?

    It takes time and money to convert manufacturing capacity between consumer hardware to datacenter hardware.

    And yet, they did it, very quickly, and will do so again when the market shifts again.