alt Hacker News> Yes but the chips, hardware, copper cables, silicon and all the rest of the components that make up a server are finite. Unless these magically appear from outer space, we'll face the same resource constraints as everything else that is pulled out of the ground.
Raw material cost is not a driver of datacenter GPU costs.
> Over supply makes price come down but if supply is kept artificially low, then prices stay high.
Where are you getting "supply kept artificially low" when we're in the middle of an explosion of datacenter buildouts and AI companies?
We're in a race to the bottom on pricing. I haven't seen a realistic argument for why you think prices are going to go up. You're starting with a conclusion and trying to find reasons it might be true.
> Where are you getting "supply kept artificially low"
If a resource is controlled by a small group of coordinated folks (for example, large US controlled corporations who have/are these datacenters), the resource may be limited artificially because access to these resources are controlled by said corporations.
Exploding datacenters and AI companies yes, but true competition probably not. Most AI companies are using the datacenters from said corporations, if those corporations decide that compute costs one cent more, then all AI providers will become more expensive.
What we should learn from OPEC and oil is that not resource amounts that define the price, it is access to the resource that defines the price.