Sounds like a certainty stated like that. So not like toilet paper during covid?

what if the market was hard to enter?

What if the inputs aren't available?

What if the costs of the inputs rises?

What if the capital for expansion isn't available?

What if the manufacturers don't expect demand to persist?

What if there's a shortage of skilled labour?

What if it takes years to expand supply?

What if there wasn't effective competition?

I'm not sure it's as certain as you seem to claim.

With consumer brands (e.g., Crucial) being shuttered in the wake of AI companies buying up all available RAM production capacity, it's difficult to imagine consumer RAM production even returning to normal anytime soon.

It seems all but assured that it will require the AI bubble to burst plus several years to return to normalcy, particularly as RAM manufacturers have also been repeatedly caught price fixing.

Ahh the "free market" fable. Like any fable it is a cute story. It is also bullshit.

Do you regard delusional billionaire circular funding as populist intervention too?

That only happens if the producers don't

a) believe the crunch is caused by a bubble that's going to pop in a few months, or

b) see the crunch as primarily an opportunity to rake in enormous short-term profits.

There is no cloud capacity crunch, what a bunch of hog wash. What we've mostly got are some of the most inefficient systems on the planet where consumers are also building some of the most inefficient projects on top of it.

There is no real effort being put towards maximizing the amount of resources you can get out of hardware, the game for the entire duration of our industry has been throwing more money to buy more hardware.

Now that there are actual limits happening, there still isn't any major motivation to truly rewrite things to be better or more efficient. What they're trying to do instead is force the US government to bail them out via corporate welfare or to threaten allies into buying their wares.

If you want to by a RAM chip factory in a cyclical fire sale.

> Who in the right mind would support Larry Ellison getting a tax break?

As Kevin O'Leary said to the interviewer recently, when asked why he is getting subsidized by the tax payers: "You don't understand how free markets work..."

You can't make this up.

>The person that does all of their computing on their phone doesn't care.

Budget phones are a category are getting fucked, and there's a pretty good chance the next iPhone is gonna cost even more than it does now.

Don't forget the US government openly bragging about using AI for targeting in the Iran war, while also trying to pretend it didn't strike a school and kill a few hundred schoolchildren. (No we don't know if it was AI that made the mistake, and it's not like we're likely to get a proper investigation into it)

> They're venting their anger on social media apps

"Heh. Gotcha." < https://thenib.com/mister-gotcha/ >

Did our demand for social media apps suddenly blow up? Because our DC demand seems to be blowing up.

Complains about pollution, but still breathes the air, eh? What is your suggestion, a strongly-worded letter to the editor of your local newspaper?

Arming the dumbest among us...

Conveniently leaving yourself out of that group, I'm sure.

There are differences in types of data centers and hyper scale data centers are extremely different than what you're imagining.

Pointing out hypocrisy is a losing strategy in politics.

I implore you to continue with this strategy.

And yet here you are, chilling with the dumbs.