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'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign
(www.businessinsider.com)
this post was submitted on 20 Jun 2026
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Well that is just false as there is pent up demand in the consumer markets that should be more than enough to make chip makers good money but I guess they don’t consider us regular folks real customers anymore
But graphics cards, CPUs, RAM, and other components needed in data centers are a far cry from the same components used in home and office desktops and laptops. It’s like trying to sell parts used in F1 race cars on the consumer car market. Technically, there will be buyers, but the vast majority of these parts will remain unsold because demand for such specialized components is negligible in the general consumer market.
I'm not sure if it's fully a bubble, or if the bubble is partly being used as a smoke screen to hide the upfront cost of redesigning computing infrastructure.
A lot of the time, I think AI is just the branding layer. The real goal is top-to-bottom SaaS.
Like, they're letting these AI companies hold the bag for building datacenters which will then get scooped by various companies like microsoft and google to offer virtualized home computing through a client.
This is what it smells like to me.
You won't own a computer, just a terminal.
You won't own software, just access to it.