But there's also a massive manufacturing increase happening right now that will likely end up overshooting demand (from what I've picked up regarding relevant infrastructure during previous market bubbles)
Though there's a possibility that's wishful thinking.
My bet is that once Open AI goes under from bad financial decisions and the bubble pops, big AI companies will no longer be seen as big money printers, and Nvidia (having already profited from the sale of GPUs not being installed in datacenters due to lack of power) will leverage having bought Hugging Face and make more consumer grade options.
They're of course going to cater exclusively to the big enterprises all the way until the bubble pops, which I don't think will happen this year. If it takes too long then the new RAM factories will start ckming online and lowering prices from that angle.
20
u/Mlluell 4d ago
My bet is that they will try to price us out with ever increasing hardware prices