this post was submitted on 20 Feb 2026
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[–] mtpender@piefed.social 3 points 2 days ago (1 children)

Bad news, it's gonna be at least 2028 when that happens since most of the manufacturers have long term supply contracts up until then at least...

[–] Humanius@lemmy.world 6 points 2 days ago* (last edited 2 days ago) (1 children)

If the AI bubble bursts, and companies start going bust, they won't be able to pay for the drives they ordered in those contracts.

A contract doesn't mean anything if the party you are in a contract with is unable to honour their end.

[–] mtpender@piefed.social 1 points 1 day ago

That's true, but IF the companies do collapse then we're still in for a long disruption since who will be making the RAM, HDD and Graphics cards?