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I think what many people don't realise is that there will be a glut of cheap computer parts including CPUs, GPU cards, and memory when the AI and AI-adjacent businesses go bust and a bunch of data centres get pulled down.

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Unfortunately, data center computers are not something you can just use as a consumer. They usually have custom connectors, and the parts are soldered down into rack-scale computers. They use custom water cooling that needs building-sized pumps, and so on. A Blackwell rack uses 140,000 watts and weighs 3500 lbs. A typical house in the US has 40,000-50,000 watts of power max and can only support 40 lbs per sq foot. These things are never going to be useable by consumers.

If the AI boom slows, it will free up manufacturing capacity for the consumer supply chain, but there is going to be a long drought of supply.

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