Finally found some good news this morning.
We could really use more good news focused communities on Piefed/Lemmy
Almost half? nowhere near enough. We gotta get to it being “all”.
Exactly. Those are rookie numbers keep working together and getting more people active as a collective unit!!! Power to the people!!!
Also we want our damn RAM and pre-Trump lower prices back!!! We will get there in time!!
We can do better!
Here’s hoping that the bubble pops. I want to fill my machine with RDIMMs, and swap all of my SATA SSDs with 8tb 2280s.
Good start
How many cancellations and delays before we can get a fire sale on all that hardware that was supposed to go in those data centers?
Well, it hadn’t all yet been produced, so no fire sale.
Publication date April 2, based on reporting from Bloomberg on April 1. Anyone have an update 3 months later? I want to see what happened to the remaining half.
reporting from Bloomberg on April 1
Um …
I’m telling you man, I can get this special oil out of this snake and it fixes everything I tried it on. It’s really rare, but I’ll let you buy some, because I think you’re smart. I wouldn’t sell it to anyone else, I’d just keep it for myself, but you get it, man.
I’ll take 3 Oils of the Snake!!! Finally, someone who recognizes my insight and commitment to enriching myself without all that foolish hard work or technical expertise.
So hardware cost will go down. Right?.. Right? :lolsob:
Of course not! Something getting cheaper for retail is a tragedy for the markets.
Some players take the mask off straight away:
Good start. Now for the other half.
The fundamental lie behind the AI fraud is that compute is scarce relative to demand. OpenAI, Grok, Meta did overinvest in hoarding GPUs far ahead of their usage. Last 2 are now competing on hourly GPU market, and AI tokens/revenue has fallen 20% since spring peak, which is a bubble pop compared to 10x/year perpetual growth expectations behind the hoarding. While hourly gpu rental market is stable rather than declining, it is stable at very low prices, mostly for accounting reasons of not actually losing money intentionally. Deployed GPUs are abundant proven by accounting floor based pricing. A b300 can deliver 8x the tokens of an h200 but only rents for 2x more.
AFAIK, it’s not “confirmed”, but there’s supposed to be warehouses full of GPUs, RAM, and storage that were pre-bought for datacentre usage, but they still have nowhere to plug them in.
For last 5 quarters, Nvidia has sold much more GPUs than get installed. On 3 year depreciation schedule, 8xh200s are $1.50/hour per card just sitting there. B200s are $2/hr. (Nvidia changes network cable each generation). Very expensive to do what you are suggesting is happening, but only other explanation is smuggling into China, or secret sovereign/military purchases.
It’s also possible that they are lent to tier 2/3 datacenters in revenue share deals.
So that means PC component prices will fall, right?
Right?
they won’t fall until AI companies cancel their purchasing contracts
Is that the sound of a needle contacting a bubble I hear?
good.
now do llms.
