78
you are viewing a single comment's thread
view the rest of the comments

I truly believe its bad now, but its not going to last. Yes, I know that they want to take computers from us, but their purchasing isn't going to stay this consistent. Its going to be rough for a bit, but after a few more contracts fall through and these purchases aren't renewed for year after year (and looking at stock prices investors are not happy about these massive purchases) data centers are going to purchase less, and I really believe we're going to see hardware crawl back to gaming.

Its up to us to decide which companies deserve our money when that day comes.

[-] foggy@lemmy.world 6 points 1 day ago

The mad grab for data center real estate actualizes profit pretty much only in an authoritarian state.

It's kinda neat how you can actually see the billionaires gameplan while they wage war on the lower classes. I feel like it's never been so transparent.

It is pretty much destined to fall apart. The only chance they've got is brute force, which will become harder and harder to maintain as support plummets.

[-] bearboiblake@pawb.social 14 points 1 day ago

The AI bubble bursting, which I would put good money on happening this year, will probably cause a global financial crash on a similar scale as 2008. Many AI and tech companies will be completely exposed as dead trees and basically wiped out completely. A bunch of hardware will most likely flood the second hand market at that time. Sadly, due to job losses and ballooning cost of living, few of us will be in the market for it, so mostly the wealthy and corporations will benefit from it. Good opportunity to get a decent quality office chair, though.

[-] CorrectAlias@piefed.blahaj.zone 12 points 1 day ago

Honestly, as a tech worker who will likely lose their job when it bursts, I hope it happens soon. The sooner it happens, the less devastating it will be. We've already gone off of the cliff, now it's just a matter of how far we're going to fall

[-] Corkyskog@sh.itjust.works 4 points 1 day ago

If you look at the finances it's on track to burst sometime in 2027. That's when loans start to come due and when investors first expect to start to see a return for many of these deals.

They basically have a year to achieve agentic AI or AGI or whatever were calling it now and monetize it.

[-] paultimate14@lemmy.world 3 points 1 day ago

A problem is that a lot of the companies that make consumer hardware cannot survive in the meantime.

The flash manufacturers are expecting shortages through 2030. GPU's have been a shit show for years now, and RAM and SSD's are following. Now HDD's are following SSD's.

It's getting too expensive for anyone to build a PC or small home server. So what's going to happen to the other companies? It's going to be hard to stay in business making ATX desktop cases and power supplies. Demand for consumer CPU's will fall and lead to AMD and Intel shifting their capacity to enterprise on that front too. Motherboards will follow as well. Some of that is more flexible than others, but even if the AI bubble pops it's going to take years for the markets to recover.

Think of the housing market. Real estate developers in the US, Canada, UK, Australia, and a lot of the rest of the world have spent decades focusing on building large single-family luxury homes at high profit margins. To the point where they would rather keep building large homes and leave them empty over building apartment buildings or duplexes or smaller homes. I see a similar trend in the consumer PC space, and it's going to take government regulation to stop it.

[-] sirboozebum@lemmy.world 1 points 23 hours ago

The Chinese are moving aggressively into this market.

If shortages last until the 2030s, they will catch up and dominate the market.

I will have no sympathy for Western companies if that happens.

[-] floofloof@lemmy.ca 1 points 1 hour ago* (last edited 1 hour ago)

I hope you're right, but what's different for Chinese manufacturers that means they wouldn't make the same kinds of market decisions the big companies outside of China are making? Why would Chinese companies be more willing to sell to home users?

this post was submitted on 17 Feb 2026
78 points (94.3% liked)

Videos

17812 readers
94 users here now

For sharing interesting videos from around the Web!

Rules

  1. Videos only (aside from meta posts flagged with [META])
  2. Follow the global Mastodon.World rules and the Lemmy.World TOS while posting and commenting.
  3. Don't be a jerk
  4. No advertising
  5. No political videos, post those to !politicalvideos@lemmy.world instead.
  6. Avoid clickbait titles. (Tip: Use dearrow)
  7. Link directly to the video source and not for example an embedded video in an article or tracked sharing link.
  8. Duplicate posts may be removed
  9. AI generated content must be tagged with "[AI] …" ^Discussion^

Note: bans may apply to both !videos@lemmy.world and !politicalvideos@lemmy.world

founded 2 years ago
MODERATORS