According to Duann, PC makers have to buy from SSD module makers because NAND vendors reduced allocation to the client/consumer PC market and redirected most NAND supply to data center products.
As a result, PC OEMs like Acer, Asus, Dell, and HP cannot get enough NAND or SSD supply directly from NAND manufacturers and have to turn to module makers for solid-state drives. The latter traditionally served end-users and had plenty of aftermarket products with enhanced performance and cooling, but now they increasingly serve PC makers instead.
I want to go back to November
Yeah, that’s what happens when you triple the price of everything.
2TB drives were about £100 a few years ago and now they’re close to £400. That’s a fuckin’ no from me dog.
Yep. I bought a 2TB for my laptop right before prices started rising.
Hoping everything I have lasts for a few years now.
It’s a gold rush which will have consequences a few years down the line. The data centre market will get saturated, and with a probable collapse in the AI market thats driving this (particularly given the “winner takes all” approach all the players are following) and associated massive duplication of data centres running different AI models for different companies, it’s likely to be a collapse, not a soft landing.
Hardware companies investing in expanding their output to service the data centres demand will be over producing once the market swings the other way. Expect prices to collapse and some of these memory producing companies to go bankrupt. This is another classic sign of a bubble: everyone thinks this will keep going and going, so they invest hard in having a chunk of it. But it will inevitably hit a wall - some AI companies will fail and their data centres become redundant, and the market overall will eventually swing away from endless expansion to consolidation. And thats best case scenario; more likely it a catastrophic collapse in which case the market is getting flooded with unneeded 2nd had product from data centres sold off during bankruptcy proceedings.
It’s not a question of if the party will end, it’s just a question of when. Even if people don’t think the AI market will pop, the economics of building more and more data centres by unprofitable competitors in this market is unsustainable and has to end at some point. And the evidence is we’re already well beyond the point of diminishing returns with current AI models in terms of scaling up.
So while times are hard right now for home PC users, I’d expect there to be period in the near future of oversupply and cheap components. This year? Next year? Hard to say exactly when but the writing is on the wall for the AI bubble imo.
I think a lot of people know it will end. But they also think, “I’m gonna get mine while I can, fuck everything else”
Look on the bright side: plenty of cheap compute and hardware will be available to research centers at that point.
Everyday I realize that I don’t hate capitalism enough.
Can’t buy an HDD, Can’t buy an SSD, can’t buy a Blu-ray drive, can’t get head. Can’t have shit.
Here, you should at least have shit
If I needed to shit that bad I’d just eat a whole bag of sugar free oreo’s.
Can’t wait for the LLM bubble to pop and have RAM and SSDs become dirt cheap for at least a short time. I believe that other AI-related applications (machine learning, visual recognition, OCR etc. for robots/drones) are more practical and have good use cases but LLM companies themselves are certainly overvalued.
Future seems to be probably similar to concept as chromeos
You get 32gb internal storage and rest is cloud storage.
It hasn’t ‘dissapeared’, the demand is still there but we’ve been priced out.
One good thing about it is we’re more inclined to recycle and buy secondhand. Or just make-do if its not essential.
Not even a good thing globally because we’re not replacing production by recycling and secondhand buying. Production is going stronger and more wasteful than ever, it’s just all absorbed in the AI war.
I’ve replaced a decent sized SSD with gigabit internet. Don’t need to store a bunch of huge games locally if it only takes 10 minutes to download them.
You sure about that, bud? Because I’d hazard a guess that it’s almost exactly the same as before, were there options. In fact, I’m moving components around and would love to do a spend on some memory. I need low-profile sticks but if necessary I’ll just de-shield my current RAM. What a shame.
AI is going to kill the enthusiast PC hardware community even more than it was before. Great. Love it. Super fantastic. 😑
Thanks, AI.
And now that data centers are financially collapsing left and right I’m sure they will be regretting thay decision.
I’m a bit out of the loop, are they collapsing right now?
