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vannevar • today at 6:36 PM • 4 replies • view on HN

I think we'll see prices crash within 12 months, because I don't think the data center bubble will last that long.


Replies

onion2k • today at 8:52 PM

I think we'll see prices crash within 12 months, because I don't think the data center bubble will last that long.

Market bubbles bursting doesn't lead to consumer price drops. The reduced demand from data centres will lead to a reduction in manufacturing rather a lower price.

tete • today at 6:54 PM

Same. Also because the margins are so high due to competition on the buyer side, bottlenecked by production which will continue to increase until there can be price competition on the producer side again.

airspresso • today at 6:59 PM

That's cope. We might get a small dip, just like we saw in stocks. Inventing machine intelligence unlocks a lot of automation and innovation. Any data centers the labs and hyperscalers manage to get online the next few years will get filled by demand.

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mxuribe • today at 6:50 PM

<eyes-shut-with-fingers-crossed-hoping-the-decimal-is-wrong-and-they-meant-bubble-will-pop-in-1.2-months> /s