Because there are some signs the bubble might be about to burst. Some of the purchase orders have either been rescinded or downsized, and - ironically - thanks to capitalism AI is becoming unaffordable for some businesses. As popularity increases, AI companies are raising prices and this is leading to human labour once again becoming cheaper than just vibe coding everything.
Just ad infinitum? If so, the most profitable venture for any human being to be involved in right now would be RAM production. All of those producers would be expanding, because there would be infinite demand. No, these purchases are capex costs; the kind that they have to do once or every so many years. And the only way it happens every so many years is if the companies currently buying these things survive long enough to replace those parts when they reach their end of life.
So how are they expected to come down? If new capacity becomes available the ai companies would gobble it up again.
Because there are some signs the bubble might be about to burst. Some of the purchase orders have either been rescinded or downsized, and - ironically - thanks to capitalism AI is becoming unaffordable for some businesses. As popularity increases, AI companies are raising prices and this is leading to human labour once again becoming cheaper than just vibe coding everything.
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Just ad infinitum? If so, the most profitable venture for any human being to be involved in right now would be RAM production. All of those producers would be expanding, because there would be infinite demand. No, these purchases are capex costs; the kind that they have to do once or every so many years. And the only way it happens every so many years is if the companies currently buying these things survive long enough to replace those parts when they reach their end of life.