alt Hacker NewsWould love to see them succeed and take on the pc builder market, aka hobbyist market. Honestly, the recent rise in RAM left me behind with a huge amount of disbelief and anger. Anger primarily, because big corporations are responsible for draining the market, while on the other hand a Satya Nadella states that they are sitting on a pile of GPUs they cannot use because of limited power.[1]
I simply cannot understand how that will ever be profitable. To me, it just looks like a huge waste of resources.
[1]: https://redmondmag.com/blogs/generationai/2025/12/microsoft-...
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I'd love to see it, but they'll be given the BYU/Huawei/etc treatment to keep the silicon cartel's margins from crashing.
This is a situation in which a government would typically step in and force companies to stop ratfucking end users in favor of business partners, but the problem here is that (a) it's an international problem that would require cooperation with China and (b) the US has the most venal administration in history and has already taken bribes from AI and hardware companies.
These companies going all in on purely AI partnership sales are foolish because the aforementioned user ratfucking is step two of Doctorow's original description of enshittification:
1. Attract users and partners with market disrupting quality of service
2. Screw over users in favor of partners, knowing that users are less likely to be critical and more likely to be locked in
3. Screw over partners once you've achieved enough market dominance that they are also locked in
4. Use rent seeking behavior (government bribes, etc.) now that you've exhausted your users and partners for growth
It's all money circles. Everything's made up and nothing matters
It's a colossal misallocation of resources by a handful of fucknuggets so wealthy that they will never experience real consequences for it. Meanwhile, everyone else is made to suffer.
These situations usually lead to price collapse in the long run. Prices are simply an information vector on what humans should be doing for others globally.
You'll never be able to buy their chips, the US will impose trade restrictions once it forces South Korea to ramp up production in US fabs
The entire price crisis stems from anticipation of that prospect
It’s essentially an economic death spiral, but that has a lot of energy and dynamism until it crashes. In this case as long as NVIDIA prints money and people are willing to play pretend for a paycheck, this will go on.
But it will end and who knows how many lives will be ruined in the fall.
Same with Chinese GPUs: https://videocardz.com/newz/chinas-lisuan-begins-shipping-6n...
Sure those particular ones are still using TSMC but at least people are doing something to prevent everything from being such oligopolies: which is also why I own an Intel Arc A580 and B580.
Any step towards market competition is nice to hear about.