For the past two years, the narrative around inflated GPU and RAM prices has been the insatiable AI demand eating up wafer at TSMC and every module on Earth must go to AI data centers. However, th…
Nvidia has reportedly contacted TSMC to wind down their chip orders.
We can hope that soon prices will come down.
Let’s hope nobody else continues the sabotage operation. Unfortunately, we see in different places how some people continue to chase doomed paths. Lying and deception are all part of these shitty, destructive operations.
I don’t quite remember, too few chip producers was one problem, but low number of big buyers another. Was Nvidia a big enough part of buyers? Will the other big buyers simply eat up what Nvidia frees now?
The ridiculous AI build out has resulted in inflation, and the ECB has started ramping up interest rates in response. When investors no longer have easy access to free money, they can no longer subsidize the AI industry. Microsoft has already started laying off people, anticipating the crash. Apparently Nvidia isn’t feeling the pressure yet, but they will. Eventually data centers won’t be buying chips any more, and that’s when the chip prices should drop back to normal.
We can hope that soon prices will come down.
Let’s hope nobody else continues the sabotage operation. Unfortunately, we see in different places how some people continue to chase doomed paths. Lying and deception are all part of these shitty, destructive operations.
I don’t quite remember, too few chip producers was one problem, but low number of big buyers another. Was Nvidia a big enough part of buyers? Will the other big buyers simply eat up what Nvidia frees now?
The ridiculous AI build out has resulted in inflation, and the ECB has started ramping up interest rates in response. When investors no longer have easy access to free money, they can no longer subsidize the AI industry. Microsoft has already started laying off people, anticipating the crash. Apparently Nvidia isn’t feeling the pressure yet, but they will. Eventually data centers won’t be buying chips any more, and that’s when the chip prices should drop back to normal.