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?
replyI 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.
> ... AI is pushing up the price of computers ...
reply"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 ...
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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