kkj

I prefer the version that has OpenAI and Anthropic shooting Valve.

AI commit messages for artisanal code.

Buying chips from CXMT and manufacturing the sticks is likely to be a solid business for someone. No idea if Valve wants to be the ones doing it, though.

Are you sure about that?

I can't wait to buy hollow lead cubes for recreational purposes. No, they don't open, why do you ask?

I'm sure they're already running their factories at 100% capacity. Ramping up would mean building more factories, and ramping down afterward would mean letting those factories sit unused. That's risky.

They see the AI bubble for what it is, just like the rest of us, and they don't want to be holding warehouses full of shovels when the gold stops coming.

2,391,422

I've actually read that Hynix, Samsung, and Micron are refusing to ramp up production in order to avoid getting left holding the bag. They'll probably survive if that's true, but I'd expect basically zero demand for new server hardware for a couple years after the bubble pops, so we might see consumer stuff getting cheaper just because almost all new chips will come our way.