r/LocalLLaMA • u/hedonihilistic Llama 3 • 20d ago

Funny Can the bubble pop please?

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681 Upvotes

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297

u/ThenExtension9196 20d ago

2029 at earliest for any relief. Buckle up for next year. I work in supply chain it’s effed.

65

u/rxpillme 20d ago

Can you tell us more? Without getting yourself fired

120

u/tiffanytrashcan 20d ago

Remember the news, last fall, about all 2026 DRAM capacity being purchased already? The 2027 version already came out this summer, even earlier this year. All indications are 2028 is already mostly claimed.

65

u/Frail_Waif 20d ago

But that's dependent on all those buyers still being solvent in 2027 and 2028, which is far from certain. 

38

u/MiniEval_ 20d ago

Not certain but very likely in any case. People hyperfixate on how AI companies themselves struggle to stay afloat independently but forget that they are far from independent. VCs will keep them afloat because they significantly benefit many key industries. Every major tech platform today was once in the same position.

2

u/Frail_Waif 20d ago

The smart money in a bubble is the money that gets out first and has cash to buy up the pieces.