Well, this sure sucks for consumers.
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Well, this sure sucks for consumers.
Micron—an important manufacturer of memory—is walking away from the consumer market entirely so it can shovel every last chip into AI data centres. Nothing abstract here. AI customers are hoovering up so much supply that consumer sales just aren’t worth the effort.
Consumers are getting pushed to the bottom of the priority stack. The companies with unlimited capital and infinite appetite are crowding out everyone else, and manufacturers are happy to oblige.
And yes, this means exactly what you think: higher prices, fewer choices, and slower innovation on the consumer side. Meanwhile, hyperscalers buy memory by the warehouse and never blink.
AI keeps growing, data centres keep multiplying, and consumers keep losing ground because we can’t compete with $1T customers.
Micron to exit consumer memory business amid global supply shortage
Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial intelligence data centers amid a global supply shortage of the essential semiconductors. Micron's move to dissolve its consumer business comes against a backdrop of worldwide strain in memory supply chains, with tight availability of semiconductors ranging from flash chips used in smartphones to advanced high-bandwidth memory, or HBM, employed in AI data centers.
Yahoo Finance (finance.yahoo.com)
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Well, this sure sucks for consumers.
Micron—an important manufacturer of memory—is walking away from the consumer market entirely so it can shovel every last chip into AI data centres. Nothing abstract here. AI customers are hoovering up so much supply that consumer sales just aren’t worth the effort.
Consumers are getting pushed to the bottom of the priority stack. The companies with unlimited capital and infinite appetite are crowding out everyone else, and manufacturers are happy to oblige.
And yes, this means exactly what you think: higher prices, fewer choices, and slower innovation on the consumer side. Meanwhile, hyperscalers buy memory by the warehouse and never blink.
AI keeps growing, data centres keep multiplying, and consumers keep losing ground because we can’t compete with $1T customers.
Micron to exit consumer memory business amid global supply shortage
Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial intelligence data centers amid a global supply shortage of the essential semiconductors. Micron's move to dissolve its consumer business comes against a backdrop of worldwide strain in memory supply chains, with tight availability of semiconductors ranging from flash chips used in smartphones to advanced high-bandwidth memory, or HBM, employed in AI data centers.
Yahoo Finance (finance.yahoo.com)
@atomicpoet@atomicpoet.org How do they expect people to use AI if people are priced out of a computer or phone?
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@atomicpoet@atomicpoet.org How do they expect people to use AI if people are priced out of a computer or phone?
狐ヴィクシー The “”“cloud”“”.
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Well, this sure sucks for consumers.
Micron—an important manufacturer of memory—is walking away from the consumer market entirely so it can shovel every last chip into AI data centres. Nothing abstract here. AI customers are hoovering up so much supply that consumer sales just aren’t worth the effort.
Consumers are getting pushed to the bottom of the priority stack. The companies with unlimited capital and infinite appetite are crowding out everyone else, and manufacturers are happy to oblige.
And yes, this means exactly what you think: higher prices, fewer choices, and slower innovation on the consumer side. Meanwhile, hyperscalers buy memory by the warehouse and never blink.
AI keeps growing, data centres keep multiplying, and consumers keep losing ground because we can’t compete with $1T customers.
Micron to exit consumer memory business amid global supply shortage
Memory chipmaker Micron Technology said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial intelligence data centers amid a global supply shortage of the essential semiconductors. Micron's move to dissolve its consumer business comes against a backdrop of worldwide strain in memory supply chains, with tight availability of semiconductors ranging from flash chips used in smartphones to advanced high-bandwidth memory, or HBM, employed in AI data centers.
Yahoo Finance (finance.yahoo.com)
Chris Trottier it is gonna be soooo fun when the ai bubble inevitably bursts and the entire economy collapses
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Chris Trottier it is gonna be soooo fun when the ai bubble inevitably bursts and the entire economy collapses
@konej Is this your way of saying you don’t want a bubble to happen? Because the more you talk about it happening, the less likely it’s going to happen.
If you want it to happen, you need to start talking about how you’re going to be a millionaire and the only possible direction is up. -
@konej Is this your way of saying you don’t want a bubble to happen? Because the more you talk about it happening, the less likely it’s going to happen.
If you want it to happen, you need to start talking about how you’re going to be a millionaire and the only possible direction is up. -
Chris Trottier huh?
Chris Trottier im just saying that the speculative ai market is inevitably going to collapse because ai can’t deliver on anything executives want it to deliver on (replacing workers) and everyone on earth is going to feel the consequenses of all that money and effort being wasted on technology that doesn’t work.
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Chris Trottier im just saying that the speculative ai market is inevitably going to collapse because ai can’t deliver on anything executives want it to deliver on (replacing workers) and everyone on earth is going to feel the consequenses of all that money and effort being wasted on technology that doesn’t work.
@konej But you see, that’s the trap.
Speculation runs on sentiment. If you want a real bubble—not this half-caffeinated market we’ve got right now—you need full-blown irrational exuberance. You need people chanting “everything goes up forever” like it’s a spiritual awakening.
And we’re nowhere close. Everyone’s too self-aware, too hedged, too busy tweeting about risks to actually create the conditions for a proper detonation.
And yes, the numbers look big. But market cap isn’t the important metric. It’s just a vibes signal.
The real tell is P/E. When every AI company has a forward P/E north of 100, then congratulations—you’re living in a bona fide bubble. Until then, it’s just ambition with a bit of helium.
