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VladStanimiryesterday at 9:54 AM2 repliesview on HN

They won't be, prices are high because they are refusing to build capacity for demand that may evaporated by the time they are done. They are holding back and building only enough so when the bubble pops they will be fine.


Replies

drnick1today at 1:24 AM

You can't build capacity overnight, and even with that in mind, it's hard to say if it is sensible to increase capacity now that we are in an AI bubble. For all we know, the bubble might burst.

DoctorOetkeryesterday at 11:12 AM

So the ML hate is weaponized in the form of memory demand collapse FUD, and the public at large has to pay through their nose for it... thanks party poopers!

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