My bet is that we're not gonna see any adjustments in RAM pricing until one of the planned data center projects collapses in a spectacular way.
My bet is that we're not gonna see any adjustments in RAM pricing until one of the planned data center projects collapses in a spectacular way.
One theory: they will need to throw away all these Nvidia cards in the trash at some point right ?
Because what to do with power-consuming outdated hardware ? let's say 5 years from now ?
They will need new RAM.
I wonder.
I’d gladly take a few of these self-contained rack-clusters off their hands when they do.
I’d even get a house with a garage or something just for that.
The billionaires locked in a race to spend effectively unlimited funds on AI CapEx will have to be convinced by markets and/or their advisers that there aren't enough profits and that cutting losses (like with Metaverse) in their quixotic quest is necessary.
And honestly, we will have much bigger problems if that bubble pops in a spectacular fashion.
Which problems would that be? Nasdaq crashing by a few percent and a major player to go under. Seems almost inevitable at some point.
And taking everyone's 401ks down with them because of the idiotic rules changes to accommodate SpaceX? Its going to be the largest transfer (theft) of wealth since 2008. AI is the only thing driving any kind of growth in the market at all now. That pops, its going to bring the entire economy down with it.
The vast majority of index funds are float adjusted. SpaceX will not have that many shares available relative to the total value of the company. It's a negligible percent of the overall market cap of say, VTI. This commonly repeated trope is misinformation. The change in rules is more of a problem than the actual value.