Raise them, more likely. NVidia says that GPU hardware prices won't decrease until at least 2030. The world is out of fab capacity.
> The world is out of fab capacity.
Can anyone expand on this point? I read an article saying that the big AI co's datacentre spend was a bunch of lies because they can't build datacentres at anywhere near the rate they want to.
Seriously, they’re trying to justify trillion+ IPO’s while setting piles of money on fire, prices aren’t going DOWN.
> The world is out of fab capacity.
Can anyone expand on this point? I read an article saying that the big AI co's datacentre spend was a bunch of lies because they can't build datacentres at anywhere near the rate they want to.