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mv4today at 1:34 PM1 replyview on HN

Hard to predict. If the bubble pops (NVIDIA and "circular economy", massive FAANG datacenter expansion plans, huge LLM training budgets) the markets will once again be flooded with components.

But, the shortages may very well continue into 2027, leading to some manufacturers going out of business and yet another massive redistribution of wealth.


Replies

alkonauttoday at 3:19 PM

I just hope the whole thing comes crashing down and we can buy GPUs and RAM again.

I mean I might not have a job in that economy, and my pension might be screwed but I'll have 192GB ram so I should be fine.