this post was submitted on 30 Oct 2026
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I'm sure they will reduce their production, but unless they convince most datacentres to chuck their old hardware, I don't think it'll be close to enough to accommodate the flood of hardware to come.
We've already had a year of massive over-production, and rising still. Even better, Chinese companies have been increasingly entering the market and they don't tend to stop for sheet.
Unless the bubble pops very soon, no amount of reducing production will stop an oversupply.
I don't think that the datacenter hardware is going to the retail market instead of getting bought by the surveillance state as a form of bailout.
The surveillance state does not have need (nor dare I say, even want) of a trillion dollars worth of RAM.
They are going to use those datacenters to radically expand and automate surveillance.