From a purely short-term economic standpoint, it is VIOLENTLY more profitable to go whole-hog with AI right now. Once the bubble pops though, they will regret it.
They will have all that inflated ram money and if they don’t spend it like morons they can return to selling ram at normal prices as oem rather than ‘burned up leftovers from some AI farm.’ The consumer market will still be starved by the AI buyout for some time even after the burst.
From a purely short-term economic standpoint, it is VIOLENTLY more profitable to go whole-hog with AI right now. Once the bubble pops though, they will regret it.
Who is the they in this scenario?
Because it isn’t the people making the decisions. They will be long gone.
How quickly can they pivot though? Doesn’t this indicate that they think there’s a long term profit?
There is no such thing as long term profit in the year of our lord.
They will have all that inflated ram money and if they don’t spend it like morons they can return to selling ram at normal prices as oem rather than ‘burned up leftovers from some AI farm.’ The consumer market will still be starved by the AI buyout for some time even after the burst.