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In China, the AI bubble has already burst
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misk piefed.social misk@piefed.social
Joined: 2025-03-15
(edited) Quote

https://archive.vn/aV5Yg

7   Original
TribblesBestFriend startrek.website TribblesBestFriend@startrek.website
Joined: 2025-01-30
#2 · Quote Reply

https://archive.vn/aV5Yg

3
TheAlbatross lemmy.blahaj.zone TheAlbatross@lemmy.blahaj.zone
Joined: 2023-09-12
#3 · Quote Reply

Neat. Does that mean chips and ram are gonna get cheaper?

4
misk piefed.social misk@piefed.social
Joined: 2025-03-15
#4 · (edited) Quote Reply

Neat. Does that mean chips and ram are gonna get cheaper?

It’ll probably take time to normalise even after the bubble bursts globally. Memory makers switched production to HBM where they could and that doesn’t have that many applications outside of ML and graphics acceleration. Nvidia and aforementioned memory cartel will keep delivering their hardware to companies that committed to year-long agreements even if that bankrupts their clients so that’s going to delay things too.

4
kbal fedia.io kbal@fedia.io
Joined: 2023-11-03
#5 · Quote Reply

I guess that means China has won the AI race. Nice try rest of the world but it's all over now, you can turn off your datacentres.

8
wyldrstallyns lemmy.dbzer0.com wyldrstallyns@lemmy.dbzer0.com
Joined: 2026-05-16
#6 · (edited) Quote Reply

It’ll probably take time to normalise even after the bubble bursts globally. Memory makers switched production to HBM where they could and that doesn’t have that many applications outside of ML and graphics acceleration. Nvidia and aforementioned memory cartel will keep delivering their hardware to companies that committed to year-long agreements even if that bankrupts their clients so that’s g...

I'm hoping that the absolute gutting of investor liquidity will lead to fire sale pricing on said tech, et al as the ships go down. 🤞🏼

2
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