The AI Bubble burst

Xzi · 2026-08-01T00:35:40+0100

It's just barely starting to burst, but this was inevitable. AI is worth only a little more than the cost of hardware needed to host it, and the wealthy bet that its value would rival that of the entire world economy. Idiocy to the nth degree.

Bladexdsl · 2026-08-01T01:48:19+0100

good fucking riddance when it finally does

Nakamichi · 2026-08-01T03:59:58+0100

Bladexdsl said:
good fucking riddance when it finally does

those news sites seem to thing its starting.
... some south korean investors probably would probably agree?
but im hardly an expert

smf · 2026-08-01T11:45:07+0100

K3Nv4 said:
I think it's less of a bubble bursting thing and more of a when data centers will actually be finished and the corperates will no longer need the extra stock. Two very confusing different things people get mixed up. When corperations don't need more of something prices drop so the general public can afford it.

The GPU's need replacing every three years, the demand doesn't end until AI dies. If it never does, then you'll likely not have a job or have access to technology soon.

Technicmaster0 · 2026-08-01T13:11:48+0100

smf said:
The GPU's need replacing every three years, the demand doesn't end until AI dies. If it never does, then you'll likely not have a job or have access to technology soon.

If there is enough demand, production can always be ramped up. But ofc that can take a while with technology like that and it's also a risk for the companies, so they might be hesitant about it.

subcon959 · 2026-08-01T14:27:30+0100

Technicmaster0 said:
If there is enough demand, production can always be ramped up. But ofc that can take a while with technology like that and it's also a risk for the companies, so they might be hesitant about it.

They deliberately haven't ramped up production even though it would've been useful years ago. Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside. Basic collusion and cartel-like behaviour they've been enjoying for decades with the occasional slap on the wrist.

Technicmaster0 · 2026-08-01T15:27:59+0100

subcon959 said:
Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside.

Because they could sell more and make even more money? The issue with chip production is that everything is super expensive. Companies must be super sure that the investment is worth it to do it.

smf · 2026-08-01T17:07:55+0100

subcon959 said:
They deliberately haven't ramped up production even though it would've been useful years ago. Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside. Basic collusion and cartel-like behaviour they've been enjoying for decades with the occasional slap on the wrist.

It takes ten years to build a fab and you have to be sure that there will be demand for that process when it's ready

Nakamichi · 2026-08-01T17:13:50+0100

smf said:
It takes ten years to build a fab and you have to be sure that there will be demand for that process when it's ready

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector

Exnor · 2026-08-01T18:30:36+0100

Oh i hope so. Its about time this "AI" crap bursts.

I'm so freaking tired of not afford nice things because of "AI" >

Nakamichi · 2026-08-01T20:14:05+0100

Exnor said:
Oh i hope so. Its about time this "AI" crap bursts.

I'm so freaking tired of not afford nice things because of "AI" >

Hell yes!
... might be a while tho before this new, modern DRAM cartel gets destroyed tho.
the last one in the 2000s kept existing for a while, too cause the lawsuits take so long
Link: https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector

K3Nv4 · 2026-08-01T20:16:27+0100

Exnor said:
Oh i hope so. Its about time this "AI" crap bursts.

I'm so freaking tired of not afford nice things because of "AI" >

Nah we had DKOldies way before the "Ai outburst"

subcon959 · 2026-08-01T21:54:15+0100

Nakamichi said:
Hell yes!
... might be a while tho before this new, modern DRAM cartel gets destroyed tho.
the last one in the 2000s kept existing for a while, too cause the lawsuits take so long
Link: https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector

It'll probably take another 10 years for the current class action to be resolved. If it's still an issue by then that's a world I'm not looking forward to.

Nakamichi · 2026-08-01T21:55:55+0100

subcon959 said:
It'll probably take another 10 years for the current class action to be resolved. If it's still an issue by then that's a world I'm not looking forward to.

same. CXMT to the rescue (i fucking hope....)

BigOnYa · 2026-08-01T22:12:15+0100

Nakamichi said:
same. CXMT to the rescue (i fucking hope....)

Except the fact that forced labor or children will be making it.

Nakamichi · 2026-08-01T22:13:44+0100

BigOnYa said:
Except the fact that forced labor or children will be making it.

forced labor makes my everything.
if i tried to live without forced labor my only option would be living in a wet cave.
what possibly choice do i HAVE but to support it?
i couldnt even go online and COMPLAIN about forced labor... without supporting forced labor.

BigOnYa · 2026-08-01T22:18:20+0100

Nakamichi said:
forced labor makes my everything.
if i tried to live without forced labor my only option would be living in a wet cave.
what possibly choice do i HAVE but to support it?
i couldnt even go online and COMPLAIN about forced labor... without supporting forced labor.

That's your choice, but I'd rather not support a regime that uses forced labor and cheap child labor to support it's government.

K3Nv4 · 2026-08-01T22:19:51+0100

BigOnYa said:
That's your choice, but I'd rather not support a regime that uses forced labor and cheap child labor to support it's government.

And which camp do you think makes apple and Google products people casually spend thousands on every year to upgrade to? Bernie Sanders?

BigOnYa · 2026-08-01T22:22:27+0100

K3Nv4 said:
And which camp do you think makes apple and Google products people casually spend thousands on every year to upgrade to? Bernie Sanders?

I don't buy any those products either, Apple/ Google. But yea I know its hard to go completely non-China. They parts in everything.

Nakamichi · 2026-08-01T22:23:03+0100

BigOnYa said:
That's your choice, but I'd rather not support a regime that uses forced labor and cheap child labor to support it's government.

but you already do! everyone does.
look at your phone, look at your pc... you think that was made in GERMANY???

The AI Bubble burst

BUSTAH WOLF!!!

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