this post was submitted on 18 Aug 2026
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So what happens when all the NAND chips fail to turn a profit with all these Datacenters they're going into.
Ah see, that's why we have socialized losses. Only profits are privatized.
The public will pay for the losses with bail outs, because letting a corporation fail just can't happen. On paper these corpos should have all the risk; in reality they appear to no longer have any.
Bail out.
With what public goodwill/political capital? There would be riots. There nearly were riots after the '08 bailouts and this would be a bailout of the most hated collection of companies in the country by the least popular administration since we started polling for that. That shit is actually not going to fly, it is simply not an option realistically available to them (unless they like shooting themselves in the foot with a submachine gun)
Not as likely. Best case we get really cheap slightly used PC parts at bulk level prices because the bubble pops. Real case is the cost doesn't actually bring any profit because only businesses with high disposable wealth were the parties invested. This makes them pull out.
The RAM used for AI isn't the same as what PCs use.
No but the market will shift regardless. Its just a money sink for all the hoarders for now.
IMO those datacenter plans are going to go poof in the face of open weight model efficiency gains. There will be lots of cheap ram.
Those efficient open weight models still need 500k of hardware to run the good ones for a few concurrent users (single digit amount). They still require a ton of resources for training.
That ram isn't usable in consumer hardware.
Plus their fallback plan is almost certainly to push subscription based virtual desktops.