> It seems we will run out of hardware by March?

What happens when an unstoppable force (building everything in Electron because hardware is cheap) meets an immovable object (oh no hardware is expensive now)?

> Time for an AI tax on the hyperscalers.

Like the purchase price + increased cost? The thing is that these parties are sitting on billions and billions of investor money, they don't care that hardware is 400x as expensive. Which companies like nvidia have capitalized on a few years ago, they were already able to price their hardware at a 400% markup compared to pre-crypto times, and shift their focus from consumer graphics chips to datacenter compute chips, causing their revenue to go up 6x (if my interpretation of [0] is correct)

[0] https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu...

Reads a bit like the Paperclip Maximizer appearing way ahead of schedule? Implemented not as AI, but as emergent behavior in the ways of the financial class (that happens to be about AI, singularity and all that).

Why tax something that the market will figure out? This is normal and things will sort themself out.