this post was submitted on 01 Oct 2026
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It's fine. All of this is borrowed money and commitments. The reason prices on RAM and GPUs are through the roof is because all of the future capacity has been spoken for. But when the datacenters all that silicon is supposed go into don't arrive, all of that booked demand evaporates. I think we'll see a very nice market correction. Big tech will be fine, but stock prices will tank. The US AI labs will continue to exist, but the chinese labs will gut their competitive advantage. US put all their eggs into this stupid AI basket and China will be happy to give away the tech to spit in the US's soup.