There’s nothing to see. Those datacenters run specialized server hardware. If the AI bubble bursts, they’ll likely just be sold to another hosting/saas company as is.
Even if the hardware gets back into the market, it’s not consumer hardware. There will be no Ryzens and RTXs flooding the market, but Epyc/Xeons, Reg ECC RAM and videoless GPGPUs.
I would have expected manufacturers to be increasing production due to the bubble, so when demand evaporates there would be an oversupply. EG - expanded memory production would lead to an oversupply of memory post-burst, leading to a reduction in prices. But a quick google shows at least memory and HDD manufacturers aren’t increasing output, possibly recognizing a bubble, and some things (e.g. GPU’s, SSD’s) are supply-constrained due to memory shortages. Others like CPU manufacturers seem to be increasing supply capacity. So maybe it’s more of a mixed bag.
There’s nothing to see. Those datacenters run specialized server hardware. If the AI bubble bursts, they’ll likely just be sold to another hosting/saas company as is.
Even if the hardware gets back into the market, it’s not consumer hardware. There will be no Ryzens and RTXs flooding the market, but Epyc/Xeons, Reg ECC RAM and videoless GPGPUs.
I would have expected manufacturers to be increasing production due to the bubble, so when demand evaporates there would be an oversupply. EG - expanded memory production would lead to an oversupply of memory post-burst, leading to a reduction in prices. But a quick google shows at least memory and HDD manufacturers aren’t increasing output, possibly recognizing a bubble, and some things (e.g. GPU’s, SSD’s) are supply-constrained due to memory shortages. Others like CPU manufacturers seem to be increasing supply capacity. So maybe it’s more of a mixed bag.