this post was submitted on 24 Dec 2025
1198 points (99.4% liked)
Technology
78154 readers
2521 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
I don't understand what their long-term plan is here. Even if AI isn't a bubble eventually all of the AI companies are going to get to a point where they don't need more compute because they're working on algorithmic optimisations because they decide that that's cheaper.
Then they're going to have to pivot back to the consumer market. Except by that point it won't even be a consumer market because China will have eaten their lunch.
The plan is to continue making bank until the companies are done with them, then sell to consumers again without missing a beat.
Source: the GPU shortage we just went through.
Future source: the CPU shortage scheduled for 2026.
That's my point though they can't do that.
The market isn't just going to wait around for them to get around to selling to consumers again. China is going to see an opening and they're going to manufacture their own chips and make bank. Then when the traditional manufacturer is getting their head out of their arses then realise there market share has vanished. All 100% their fault.
They have decided to shoot themselves in the foot because someone's convinced them they won't ever need legs ever again.
Eh, Chinese manufacturers are also desperately trying to catch up with AI hype. In any case, we'll see some new brands on the market, and it's not a bad thing, and I would not spend my time worrying about giant rich corporations.
My actual worry is that once RAM prices go up, they won't go down for quite some time. If we get another bubble after AI bubble pops, the prices may not decrease at all.
I hope China moves to Linux once they get around to pushing their own consumer PC parts and move on from Windows. It's just madness to me that countries will use OS of countries they aren't on good terms with and use it to do important work on it and store important data on it.
I read a great article recently that tries to analyze what exactly went down and for what reasons. And most importantly, the effects it's going to have on different hardware prices: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
Yeah that's widely considered to be the article about it tbh
These companies are controlled almost entirely by people who only really care about what the stock price will be sometime in the next few years or so.
*quarters, or even months
They most likely don't have one. Keep in mind that tech bros and C-suite execs are sociopathic dumbasses. We saw this with AAA gaming studios and private equity where they just assume line will continually go up
Cloud computing. Stallman was right.
We would need a better general network for that. Remember stadia? Nothing has changed since then, hell some areas have even lost some capacity.
I'd you're talking about cloud computing for gaming specifically (as you can of course use cloud computing for, well, everything), then maybe it's not good enough in the US, I don't know enough about that area to say, but networking is definitively more than sufficient in Europe.
Not american, But most of the world does not have the network. And Europe might have a good enough network, but not everywhere, and who knows if the current network will handle the sort of extra load that moving everything off local hardware would create.
Noooooo don't say that ;a;
Yeah people will probably turn to China when it comes to consumer pc hardware in the future like how when it comes to drones its been primarily just China actually interested in selling to regular people.
How dare you suggest that there is a future beyond next quarter!
The companies making the ram chips are not the ones making motherboards. They just want to sell their product for as much as they can.
Shutting down your entire consumer business does seem a bit short sighted though - keep the doors open for the future.
Speculative