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- Hacker News
- I remember the HW shortage during 2020-2021, fun time.by mrheosuper
- This is going to last longer.
The economics of owning your own powerful hardware make sense less and less with each passing year. Compute that's rented from the cloud gets far more utilization per dollar spent, and that's just on the hardware costs, let alone the cost of electricity to run it. What we're seeing now is the market adjusting to this new reality, as foundries reallocate capacity from consumer-oriented hardware to gear aimed at superscalers.
by bitwize - What about the cartel? Have they punished Samsung and Hynix yet?by p0w3n3d
- Even if there is a cartel it's secondary now because Nvidia is basically vacuuming up half of Hynix's output for Blackwell and leaving the retail market to fight over the scrapsby RataNova
- You can't even read a single line of the article at this link, its just a full page ad obscured by various popups.by simulator5g
- The archive link given by another poster works for me.
What matters is the pessimistic conclusion of the article:
> "The uplift in prices is anticipated to persist for as long as the AI supercycle lasts. “I think we’re still in the sort of early stages [of price increases],” said Dhillon, adding that “there’s a lot more to come in the pipeline”."
by adrian_b - by Mattified
- Off-topic, but this article brought my first time to see a "scan the QR to verify you're human" from reCaptcha. I hope this doesn't become a thing, because I never, ever do that.