“60% of gamers have no plans to build a computer for the foreseeable future.” The unspoken part is, “and the hardware manufacturers don’t care”. Maybe they will after the bubble pops, or maybe not.
The ones building consumer hardware probably care. There’s only 3 major DRAM manufacturers, but several companies that sell RAM sticks. Those guys aren’t gonna be having fun. AMD, nVidia and Intel are making out like bandits from the GPU sales, but the AIBs are most definitely not, since you don’t really buy a Sapphire or Gigabyte card for your data center, it’ll be direct from nVidia/AMD/Intel for hyperscalers and everyone else buys a complete server from someone like HP or Dell generally.
There are like 10 companies making out big on hardware for AI, but dozens of companies that will be hit hard.
And don’t forget all the suppliers of the other parts that don’t have any business with datacenters: motherboards makers (not sure they got anything), case makers, power supply makers, peripherals makers, etc.
All of the ecosystem could go down if the bubble lasts long enough.
Oh, the consumer companies care. But they currently don’t matter anymore that we do. And let’s be honest, the if and when this AI bubble does pop and all the data centers have closed. The prices will drop enough for consumers to eat up the sudden surplus as if a dam broke because it will “feel cheap and a bargain”. There is no lose-lose here for DRAM manufacturers because consumers ain’t that bright.
The ones building consumer hardware probably care. There’s only 3 major DRAM manufacturers, but several companies that sell RAM sticks. Those guys aren’t gonna be having fun. AMD, nVidia and Intel are making out like bandits from the GPU sales, but the AIBs are most definitely not, since you don’t really buy a Sapphire or Gigabyte card for your data center, it’ll be direct from nVidia/AMD/Intel for hyperscalers and everyone else buys a complete server from someone like HP or Dell generally.
There are like 10 companies making out big on hardware for AI, but dozens of companies that will be hit hard.
And don’t forget all the suppliers of the other parts that don’t have any business with datacenters: motherboards makers (not sure they got anything), case makers, power supply makers, peripherals makers, etc.
All of the ecosystem could go down if the bubble lasts long enough.
Oh, the consumer companies care. But they currently don’t matter anymore that we do. And let’s be honest, the if and when this AI bubble does pop and all the data centers have closed. The prices will drop enough for consumers to eat up the sudden surplus as if a dam broke because it will “feel cheap and a bargain”. There is no lose-lose here for DRAM manufacturers because consumers ain’t that bright.