United States | News & Politics

FYI there is massive inflation in computer components in just 1 month. RAM prices are 200% higher. If every TSMC wafer needs 8 times more memory than previous averages, and it is skewed towards the most expensive/specialized HBM memory, then even if AI chips get better, AI systems will be even more expensive per unit/tokens per second than they were earlier this year, and no actual advancement in AI will occur.

There is no AI bubble if the government buys out all of the overpriced datacenter time for surveillance and military purposes. There is a huge bubble in rest of economy, energy costs, public debt/spending levels, and people/businesses being able to afford computers, phones, and their own AI needs.