the companies which have the power to alleviate these shortages are the same companies who are profiting most from the shortage. scarcity is an asset, it's not irrational that a concentrated marked will produce more of that asset.
replyThe solution for high prices is high prices.
replyIf making RAM and SSDs is now cause for a 10 figure valuation, after enough time somebody will dive in.
What's the irrational part? There's sky high demand.
replymaybe the irrational part is the amount of demand for consumer hardware, wouldn't the market for professional ML/AI used hardware go away from consumer hardware over time? (I can talk more about what I mean consumer hardware to be)
replyAlso irrational parts of this market (would love to hear your thoughts):
- the purchase of hardware that isn't power efficient or gives an ROI for ML/AI use cases by companies buying it, who would be priced out of using that hardware over time
- many people and companies are buying the hardware due to hype and scarcity/FOMO reasons over rational reasons