> ... 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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