rswail

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Started playing with computers in 1977 at age 13 on a PDP-11/10 (16K core and BASIC) with ASR-33s.

Started professional work in 1984 on IBM PCs, been through the IT industry ups and downs and developments since. Now I "architect" and spend most of my time drawing pics "with circles and arrows and a paragraph on the back of each one".

Interested in the intersection of IT and law; politics and social change; general geek/nerd interests.
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Show threadrswail2d ago

A long article begging the question when the last paragraph or two countered the panic of the beginning. Two Chinese firms are ramping up production of consumer RAM/SSDs because they see a market opening as the existing producers move to selling to enterprise/hyperscalars.

There have been memory chip panics before, the US funded RAM production back into the 80s/90s in competition with Japan at the time.

The AI boom/"hyperscale" currently is almost exactly like the dotcom boom.

It's already starting to shake down. Anthropic is occupying the developer space, OpenAI has just exited the video/media production space. More focused and vertical market AI is emerging.

The current vortice of money between OpenAI <-> Microsoft <-> Oracle <-> NVidea <-> Google <-> etc etc is going to break.