> We won't be in a supply crunch forever.
This what always happens in capitalism. Scarcity is almost always followed by glut
This what always happens in capitalism. Scarcity is almost always followed by glut
Memory makers, for example, have sold out their inventory for several years, but instead of investing to manufacture more, they’re shutting down their consumer divisions. They’re just transferring their consumer supply to their B2B (read AI) supply instead.
Thats likely because they don’t expect this demand to last past a few years.
Many users will not want to risk their privacy, data, and workflow on someone else's rapidly-enshittifying AI cloud model. Right now we don't have much choice, but there are signs of progress.
Many new games cannot run max settings, 4k, 120hz on any modern gpus. We probably need to hit 8k before we max out on the returns higher resolution can provide. Not to mention most game devs are targeting an install base of $500 6 year old consumer hardware, in a world where the 5090 exists.
How "Many users" though?
I would argue that the segment of the market whose purchases incentivize personal responsibility on their PCs is outweighed by the segment of the market blowing their disposable income on tablets and smartphones who just want things to work and want whatever they see other people using on social media.
We both know which segment of the market the large companies want to win that battle. They want to sell rented compute resources through nothing but impossible-to-locally-administrate devices where every sensor spies on you and it's impossible to store any data or documents locally, let alone privately.
Even One Drive is pushing hard to literally erase your hard drive and only host your documents on their servers.