alt Hacker NewsThe ~$1T/y AI capex isn't remotely sustainable. Memory fab capacity will go up, AI datacenter provisioning will go down, prices will become reasonable.
The ~$1T/y AI capex isn't remotely sustainable. Memory fab capacity will go up, AI datacenter provisioning will go down, prices will become reasonable.
> Memory fab capacity will go up
The fabs are terrified to overscale in case the market collapses before the builds are complete.
> AI datacenter provisioning will go down
Depends on political opposition at both local and national levels. Hard to predict the future, which feeds into the previous point.