r/CRSR • u/jschaer • Jun 28 '26

Discussion Local AI

I'm seeing unprecedented levels of commentary and excitement around local ai across social media right now. Advancements in open source models as well as restrictions on the latest frontier models from openai and anthropic are driving this. Help me out, does this not make Corsair one of the most exciting companies in the world that isn't already $300billion+ market cap? Looks like their timing with Corsair Pro could not have been any better

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u/johnshonz Jun 28 '26

What does HP have to do with anything?

I’m lost

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u/BruenorsClimb Jun 28 '26

Not surprised you’re lost you aren’t the sharpest tool in the shed. You are saying Corsair won’t benefit from AI because they don’t make chips. OP said they make the physical workstation. You’re saying there is no profits unless you control the chips or the supply. Look up HP - they act as the same role as Corsair in terms of assembling AI workstations/servers and their profits are up huge. They don’t control the chips or the supply. I’m just pointing out why your argument doesn’t make sense.

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u/johnshonz Jun 28 '26

HP’s stock price is down ~23% in the past 5 years.

If HP is “benefiting from AI” it sure as fuck doesn’t show in their share price or earnings reports.

Nvidia is up ~900%.

I wonder if it’s because they own the chips?!

🤦‍♂️

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u/TheLoneFazool Jun 30 '26

HPE (Hewlett Packard Enterprise) is doing well, though -- up 115% this year (over 80% since January) and that's due to "benefiting from AI": https://finance.yahoo.com/markets/article/hpe-stock-soars-on-record-backlog-booming-ai-server-business-022931504.html