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> Yep. To the point it makes you wonder if the "AI bubble" is totally misunderstood. It's less "AI bubble" and much more "Monopolize computing". Buy up computers until most companies have no choice but to use cloud.

Unless prices get categorically higher, I don't think that's likely. Like 10x more than it is now.

Companies were buying computers for all their employees in the 90's, where a mediocre laptop could pretty easily cost two grand in 1990s money. My mom just bought a middle-of-the-road laptop for about a thousand dollars in today-money, and that was a consumer buying it; companies can generally spend more. "No choice but to use the cloud" feels like it's way too strong of a conclusion to draw.

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I think they'll keep cheap consumer electronics for the most part. Not as cheap as this last decade, but still cheap. They just want to control the entire software chain from boot to network-accessed resources.

Are you human? Then you must verify it from a "trusted computer", preferably with your driver's license. Gets governments and corporations as much information as they want, along with a guarantee that you can't "steal" their content and can't avoid their ads.

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Oh I don’t disagree with that, I was responding to the very specific point made by OP about companies being “forced” to use the cloud.

I have no doubt that Google and Microsoft will increasingly do things to force us to provide more data so they can do awful things to us.

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> the business plan people got convicted for trying in ancient Persia, 5000 years ago.

Excuse my ignorance, do you have more details on this?

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Persia didn't even come into being until 500BC
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What?
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Really, I'm not sure how much simpler and clearer their comment could be:

The Persian empire did not exist until round about 550 BCE.

Thus, the upthread statement,

> the business plan people got convicted for trying in ancient Persia, 5000 years ago.

Is somewhat nonsensical: 5000 years ago, Persia did not exist. I suppose we could be talking about whatever existed in that locale of the world around 3000 BCE. But that's what they're saying: "what do you mean, 'in ancient Persia, 5000 years ago', Persia did not exist then".

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It didn't exist 5,000 years ago
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A "monopoly" grab from a conspiracy spanning all of the major tech firms? You really think that's the most likely explanation? Not just that the firms are competing in AI and all realize they need massive compute?

Prices are up a bit but there are plenty of "free-programmable computers" from a dozen or more manufacturers on the market. That's not going away.

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The word conspiracy is misused there. That is not what a conspiracy is. This would be all those companies acting in their own best interest, separate from each other. The word for that isn't conspiracy but collusion, and it doesn't even require those companies to actually cooperate with one another as implied by the word conspiracy. They would all be acting in their common interest, with no or limited agreements between them.
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I don't think you have your definitions straight since collusion does mean conspiring to work together. Your original post pointed towards AI just being cover for a plan to create monopoly power amongst the tech firms. I don't see how you can make that argument with a straight face. Apple, HP, Dell, Asus, etc are just going to stop selling computers?

I take your point that AI is pushing up the price of computers, at least temporarily, but you're leaning way into conspiracy and cynicism in your original post.

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> ... AI is pushing up the price of computers ...

"AI" is really 2 companies, by extension funded/owned mostly by FANG, and is not pushing up the price of computers, it's buying ALL DDR5 capacity, processors, memory, and of course GPUs, including the fab capacity to build them in the first place. I don't know if you've recently tried to convince your boss recently to buy a new machine, but ...

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I mean they're demonstrably not buying 'all' capacity or you wouldn't be able to have a brand new computer from a dozen different manufacturers with a wide range of specs delivered to your doorstep by tomorrow morning. They're buying enough capacity to put pressure on prices but if the game plan is to literally force you to only access compute through the cloud that's just not working or even feasible.
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