Comment by mschuster91
Comment by mschuster91 a day ago
> If the current RAM heavy buyers, the AI powerhouses investors, don't get the into a profitable state of business, then sustaining this rhythm "for a long time" becomes impossible.
Exactly that is the problem with the "pork cycle" we are seeing [1] - there aren't that many manufacturers and ODMs around nowadays for RAM, storage, CPUs and GPUs. The ecosystem was so much more vibrant even 10 years ago. When the AI bubble collapses, it will take the entire world's economy down the drain, and I think that quite a few of the brands we have now will be extinct after this iteration.