this post was submitted on 16 Jun 2026
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[–] 4am@lemmy.zip 31 points 1 day ago (2 children)

If manufacturers are willing to sell components to us in five years that is.

Of course if the colllapse happens before then the story might be different…

[–] SacralPlexus@lemmy.world 16 points 1 day ago (2 children)

I’m slightly optimistic that manufacturers will return to the retail market eventually. Every AI company is racing to hyperscale right now but there will be a point where the infrastructure is built and at that point the growth will slow down quite a bit. In that scenario there will be ongoing demand for components to be replaced as they become obsolete but I can’t imagine the demand will be the same level it is right now as everyone rushes to build.

That’s assuming this all works the way they want it to. If the economics aren’t viable and the bubble bursts…

[–] green_goglin@thelemmy.club 3 points 20 hours ago (1 children)

“Hyperscale” is utterly meaningless MBA jargon at this point. Equivalent of verbal slop from industry shills and CNBC/Bloomberg sell side simps.

[–] SacralPlexus@lemmy.world 4 points 19 hours ago

Sorry if that’s true. I understood the word to mean aggressive growth at any cost to try and shut out competition before they can get established.

[–] Wildmimic@anarchist.nexus 13 points 1 day ago (1 children)

Their Datacenter buildout doesn't work they want to. Most projects are very much delayed, and those that even started getting built are over budget. OpenAI and Anthropic will collapse in the next years, and this is coming from someone who absolutely sees the good things about the technology itself.

[–] SacralPlexus@lemmy.world 13 points 1 day ago (1 children)

OpenAI and Anthropic will collapse in the next years

Stop, I can only handle so much good news!

[–] Wildmimic@anarchist.nexus 10 points 1 day ago (1 children)

There is no way, absolutely NO WAY to recuperate the amount of cash burnt on those two companies, and that is not even counting the amount of AI Startup whose cash is currently flowing towards to those two.

[–] msage@programming.dev 4 points 1 day ago (1 children)

How about bailouts? GPT integration with Visa? IPOs sucked into funds? There's a lot of money they can and will try to vacuum, don't you worry about that. And banks will do their damnest best to help with all of that - just look at SpaceX.

[–] Wildmimic@anarchist.nexus 3 points 23 hours ago (1 children)

At least they failed at getting into index funds for now.

[–] msage@programming.dev 1 points 15 hours ago

Nasdaq100? They may not be un S&P, but they are in.