I think prices will have to come down a fair bit once the demand from AI disappears. Yes the manufacturers are going to need to pay for the new capacity they built, but they’re also going to need demand to be high enough for the new capacity to not look like a terrible investment, and that will probably mean lower prices when they don’t have data centers filling up the next few years of their production.
The prices are high now because the stock currently in stores and warehouse is all there is. There won’t be any more made until at least 2028, as the big datacenter companies have big on producing time through the end of next year already.
It’s not the chip factories raising the prices directly, here. They’re not in the loop anymore.
Making consumer hardware again will mean retooling and I’d be willing to bet that data centers will be able to swapl their software to cloud based desktops/gaming a lot faster than hardware manufactures.
I think prices will have to come down a fair bit once the demand from AI disappears. Yes the manufacturers are going to need to pay for the new capacity they built, but they’re also going to need demand to be high enough for the new capacity to not look like a terrible investment, and that will probably mean lower prices when they don’t have data centers filling up the next few years of their production.
The prices are high now because the stock currently in stores and warehouse is all there is. There won’t be any more made until at least 2028, as the big datacenter companies have big on producing time through the end of next year already.
It’s not the chip factories raising the prices directly, here. They’re not in the loop anymore.
Making consumer hardware again will mean retooling and I’d be willing to bet that data centers will be able to swapl their software to cloud based desktops/gaming a lot faster than hardware manufactures.