Every stick of DDR5 should come with a share, so future dividends go back to the people who financed this insanity.
This will only lead to hyperscalers getting wealthier.
I think there are so many people in this same situation, not just with disks (and RAM), but all of the components because of bottlenecks of upgrading one without others, that there's going to be this on-going surge in demand starting from corporate and then trickling through decreasingly sized businesses and then finally the consumer market and this could keep prices higher for longer than most people are expecting.
I recently bought some second hand ex-terminal servers to run homelab stuff. I'd have preferred to get one big-ish thing to run it all, but it was more cost effective to get a handful of smaller, lower-spec devices since that's not what people are trying to get their hands on at the moment.
The doomer discourse around AI is about as overhyped as the investors are. It's two parties getting pumped up by social media who will be disappointed it's just some new higher economic tier rather than a quick boom or bust.
It always takes twice as long for new markets to fully mature. Industries need to actually adapt technology before they see serious productivity gains (including coding). For now lots of businesses are haphazardly slapping AI on everything and early failures due to immaturity are being used to project long term negative outcomes. While chip and energy development will take even longer as unlike software it's full of the usual baggage of developing things IRL (long term high capital costs, local politics, regulatory compliance, supply chains, etc).
The KOSPI is almost not worth talking about as any serious signal. It has a circuit breaker drop almost weekly (again followed in no time with an equally high rebound) and basically has come to represent how insanely the South Korean market has become pure gambling (with retail investors absurdly leveraged). Sure , it's hard to image this doesn't lead to some disaster in the long run, but these fluctuations have become par for the course.
Based on everything I've seen, this is an all-out sprint to whatever the goalpost is - superintelligence, AGI, singularity. Whoever is first will win, everyone else will lose.
I don't know if it's true or not, but it seems to explain the current direction of tech and leads me to believe no CEO is going to allow his company to slow down.
apparent•43m ago