It’s funny how quickly the narrative shifts to “the Democrats did it”, when there are some very good other reasons for the stocks to fall, and nobody seems to notice. The circular investment AI business model was not sustainable before the election and the stocks started to fall before, and this became apparent to all with the anthropic IPO filing
Also watch now how magically republicans start caring about the deficit and that consumes the news cycles.
“We can’t break the laws and do what we want to build datacenters we couldn’t afford to build anyways, because our debt was about to be below invetment grade, since AI doesn’t even come close to the returns we promised. It’s the Democrats fault!!!”
Good. Soon they will start begging us, ordinary people, customers and gamers, to buy their RAM.
Stock market demands the line goes up. There are two ways to do that. Reduce headcount to reduce your outgoings or increase profitability which means either selling more or raising prices.
I am not expecting lower prices.
Supply and Demand have a role to play here
The supply is currently thin because they’ve converted most of their fabrication facilities to make HBM (slop memory) that doesn’t work in real computers. This has significantly diminished the supply of useful memory in circulation.
Once they can’t sell the HBM anymore they’ll be forced to convert back to making normal RAM, which will increase the supply and relieve demand (and prices).
Their other available choice would be to die and let one of the new memory upstarts take their place.
I don’t think they’ll choose to die, but we’ll see soon.
And I’ll happily oblige them, I need more ram and would also buy some sticks for use in future machines.
I bought my current computer back in 2021, and it is time to start looking for components for a new one, I usually run my machines for 7-8 years with incremental upgrades before they need to be replaced, so I have some more time…
Democrates will bail out those data centers you will see
The more the establishment fails and the more they fight DSA the better. We are in the “blue hopium” phase right now. Trying to let the libs get there on their own. I am confident the establishment Democrats will continue to betray the American people and give no accountability for the crimes of the Trump administration. Which, is not necessarily bad as long as the socialist we elect stand strong against them and don’t make compromises to obtain minor improvements. It will taint their reputation and the movement if they do.
The Democrats are already talking about “moving forward” and saying the American people don’t want retribution. Not even the most “vote blue no matter who” liberals I know agree with that. They want to see fucking heads roll. So, the Democrats are already doing it. They are already showing how weak they are in their strongest hour.
If DSA politicians are blocked it just shows the failures of the existing Democrats more and builds momentum for 2028.
If DSA politicians betray the movement; we’re gonna have to do the work to keep the movement going outside of electoral politics. Because if we don’t maintain this momentum we could lose to a Tucker Carlson style fascist that is actually competent in the white house. And the electoral portion of building class consciousness will be impossible by the time they take power. The next two years will be about preparing for both scenarios and directing our messaging based on the changing conditions.
There are bigger forces against AI buildout than Democrats. Plenty of demand for datacenters in SEA region (90% of tokens consumed by China) anyway. Instead, OpenAI, and ANT valuations show them having huge difficulty being able to follow through on nearly $2T in spending commitments for those datacenters, and MSFT announcing they are cancelling projects and not renewing Oracle rental deal shows that the Nvidia dependent ecosystem does not have desperate “end user facing” demand.
wrote 3 articles this week on c/technology@lemmy.ml
Removed by mod
Good.
