themachinestopsThe dominoes are falling: motherboard sales down 50% as PC enthusiasts are put off by stinking memory prices
I don’t understand what their long-term plan is here. Even if AI isn’t a bubble eventually all of the AI companies are going to get to a point where they don’t need more compute because they’re working on algorithmic optimisations because they decide that that’s cheaper.
Then they’re going to have to pivot back to the consumer market. Except by that point it won’t even be a consumer market because China will have eaten their lunch.
These companies are controlled almost entirely by people who only really care about what the stock price will be sometime in the next few years or so.
*quarters, or even months