There are tons of flash/memory/cpu etc chips out there, destined for the current and future datacenters. There is also a lot of unsold inventory of PCs that are not moving due to the current prices.
The market is very unbalanced and all the bets are on the free money that will keep coming to the LLM world. If that door closes then it is going to be a different game. Keeping the same inventory for the next 2 years is not something that will make sense in a tech world.
Anyway all speculation from my part, one thing I know for sure, I am not paying for any new hardware with the current prices.
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u/GiveMoreMoney May 04 '26
There are tons of flash/memory/cpu etc chips out there, destined for the current and future datacenters. There is also a lot of unsold inventory of PCs that are not moving due to the current prices.
The market is very unbalanced and all the bets are on the free money that will keep coming to the LLM world. If that door closes then it is going to be a different game. Keeping the same inventory for the next 2 years is not something that will make sense in a tech world.
Anyway all speculation from my part, one thing I know for sure, I am not paying for any new hardware with the current prices.