TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

  • boonhet@sopuli.xyz
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    2 days ago

    Nobody is buying to destroy. They’re all starved for compute right now. Hence the dynamic pricing to stop people using at peak times.

    • Nouvellalia@lemmy.world
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      2 days ago

      Not physically destroy, you’re right, but they are buying to shelve until obsolescence. Which is as good as destroyed.

      They are also starved for compute. Because they cannot get data centers physically built-out fast enough.

      • boonhet@sopuli.xyz
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        21 hours ago

        Yes, I’m sure they can afford to buy tens of billions in servers just to store until obsolescence while they’re trying hard to even become profitable lol

        OpenAI bought up memory wafers, not ready-made systems from nvidia. That’s something they may actually be hoarding to create a bottleneck.