Lmao
this post was submitted on 31 Oct 2026
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Somebody call a WAAAAAH-mbulance!
Not mentioned in the article but TSMC (company that actually manufactures the chips for everyone (except intel who manufacture their own designs)) has lost nearly 17% of it’s stock price over the past month, 7% in the last week.
All of these companies were being valued based on the assumption that the number of GPU data centers being built would increase as time went on. Essentially that the demand for the these various products would not just stay as high as it is, but keep getting higher.
This is just a bunch of analysts saying “ok, well, maybe the number of data centers being built will not increase drastically, and the demand for these products will stay the same”. The real blood bath comes if they start saying “there will be less datacenters constructed next year than there are currently under construction.”
The current shift in sentiment probably comes from the “disappointing” info from the companies that would be buying all the compute from the data-centers. Google missing ad revenue growth targets due to Gemini cannibalize search. Anthropic preparing to IPO and being forced to show less than stellar financials.
I suspect that this down turn is temporary and Valuations will rise angain and we will see another big crash before this hype cycle truly dies.
Intel has been overly reliant on pc/laptop sales with vendors like dell, etc for their company history.
Wallstreet pretty stupid if they still don't understand that there's a tug of war between pc and data center. If ram, etc are being used up by data centers, pc components won't be sold. A downturn in pc sales are a given for data center growth.
intel’s sales to datacenters and their foundry services (making other people’s chips) are larger than their sale of chips for PCs, has been for over a year now. Even a decade ago intel only made slightly more from PC sales than they did datacenters. They’ve been huge in the server world ever since Lin-tel systems devoured sun’s market share in the 2000s.
I’m annoyed when a bloodbath on Wall Street is reported and 1.) the blood in question is metaphorical; 2.) it’s the retirement funds of average people that suffer because those who make a living gambling on these stocks have a lot more flexibility to dance around changing market conditions (and take tax write offs if they do manage to lose money).
I guess we're trying to make it so that, like the car industry, domestic companies only make super expensive products at high margins, and the only affordable products come from China, which we will tariff to oblivion, leaving the populace with no options.
We don't have any domestic manufacturing left in almost all sectors, after they outsourced, the ones that didn't follow went out of business, or had to chisel down their workers, their pollution controls, and their quality.
There aren't US made options left for most stuff, even though we invented most of this stuff and it's mass production. We handed east asia all of our tech, built their factories for them, on 99 year leases in china, that could be taken away at any moment, and enjoyed making profits on the backs of the exploited masses of Asians and other low cost countries.
Tariffs on these goods is a union issue, that the democrats betrayed the unions let the current president co-opt it to do an end run around the dems on the left, obviously he was always full of shit, but we all know the voters at large don't know that.
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How can they be losing money when prices are higher than ever
New information has come to light that makes them believe that the growth they expected would occur in the future will be smaller than they previously thought. So they haven’t lost any money, except for the people who were betting on the potential future growth being higher.
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In an unexpected turn of events, the downturn extended to server manufacturers
unexpected? servers are computers full of RAM
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Wall Street spent years pricing every chip company as if humanity would soon need a GPU to make toast. Then Intel mentions that people aren’t buying overpriced PCs, and a trillion dollars evaporates. Apparently the most advanced semiconductor technology on Earth still can’t manufacture realistic expectations.
It manufactures billions short term for a few people, who don't care about the shit storm they created. They'll be sleeping like babies (or with babies, depends on the billionaire in question) while the rest of the world starves.
You are replying to a bot. This bot posts an article then a 3-4 sentence comment with a witty remark at the end.
Also, putting the following comments as a whole into Pangram gives 100% AI as result (Pangram is known to underreport sooner than to overreport):
Tap for spoiler
Nothing screams disruptive innovation like a billionaire scolding young people for not being excited enough about the technology making entry level jobs disappear. Apparently Gen Z should stop chasing what was cool five years ago and start chasing whatever Sam Altman needs investors to believe is cool this quarter.
Funny how »global allocation efficiency« always ends with everyone renting access from the company whose CEO wants to do the allocating. Local AI offers privacy, independence, and no monthly tollbooth. Apparently the real waste of RAM is letting people control what they own.
Wall Street spent years pricing every chip company as if humanity would soon need a GPU to make toast. Then Intel mentions that people aren’t buying overpriced PCs, and a trillion dollars evaporates. Apparently the most advanced semiconductor technology on Earth still can’t manufacture realistic expectations.
Of course it reeks of AI. We all write like AI now. Half the internet sounds like a chatbot trying to pass as human, and the other half is humans desperately trying to sound like chatbots. At this point, sounding natural is probably the biggest giveaway that you’re a bot.
Cisco just handed a 27 year old unlimited AI tokens and the keys to 98% of its codebase. Somewhere, a senior engineer is quietly updating their resume. Rewriting code is easy. Discovering why that horrifying 1998 workaround exists is the actual final boss.
Intelligence flagged a possible Chinese spy with access to Nvidia’s CEO, and the response was apparently to worry about Nvidia’s share price? So the chips are too sensitive to export, but the intelligence is too sensitive for the stock market? Very efficient system: national security gets the risk, shareholders get the protection.
The best part is that we spent 15 years cutting emissions just so a handful of billionaires could burn the savings teaching chatbots to summarize emails nobody wanted to read. Then they'll sell us AI powered climate solutions, funded by taxpayers, to clean up the mess. Innovation really is a beautiful circle.
Google spent decades telling publishers to create quality content, then built a machine to read it aloud without sending anyone to the source. Now it's shocked that the machine makes less money. Congratulations: they've invented a search engine that eats both its suppliers and its own business model.
Musk wanted to be Tony Stark. Somehow he ended up with Vladimir Putin in his fan club. The truly dystopian part isn’t the praise: it’s that one billionaire can turn critical communications infrastructure into his personal mood ring while governments keep treating him like a public utility with a podcast.
I'm glad more people are catching on to this bot. I've been sounding the alarm on this account since July despite the sea of downvotes that I get for it.
Wait, you don't make your toast by disabling the fans and then overclocking your GPU? How do you make toast then??
I outsource it to the cloud, obviously. For $29.99 a month, an AI agent sends my bread to a data center, burns through 40 gigawatts, and returns a hallucination of toast. The premium tier includes actual crumbs, but that’s enterprise pricing.
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POP! Goes the bubble.
When cheap ram, gpu, and ssd?
Late 2028 maybe. But imo the floor has been permanetly raised, it won't be as cheap even when it is cheap.
iNfInItE gRoWtH
Contracts for 2029 are already being reduced due to the 2027 and 2028 long term supply agreements. It wouldn't be long before 2029 is 40-50% committed
Imma disagree with al lot of the sentiments in this thread, cause I'm actually hopeful they will go back to pre ai pricing. But that's because the economic crash is going to take a ton of people out of the middle class. Very few people with disposable income are buying, and the ones that could likely already have. No one is going to be paying for tokens, business won't be able to sell their products they consume tokens to produce, contemporary data centers are already a cost sink and will only become more of a spread sheet liability, aws and Cisco might keep their current stock of hardware, but most of the venture capital is going to evaporate within a year. The government will bail out the big investors, but there has been so much speculative data center build out that will need to be liquidated.
Hope yes, but these long term contracts will make it harder for pre ai pricing to be practically achieved
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Huh.
in August, [the US government spent] $8.9 billion for a nearly 10% share of Intel, converted out of CHIPS Act grant money. Today, the federal government is Intel’s largest single shareholder.
Wonder what that 8.9 billion is worth now...
I've read somewhere that it is still a more than 200% grow in value, even considering the last dive.
Will post the source if I find it again...
EDIT : Here "Even accounting for Friday’s expected drop, the value of the government’s stake in Intel has grown by 280%."
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It was a down week, but not unheard of and markets are still up a solid amount going back a year. Retirement accounts are still ahead of 6 months ago most likely, so have some perspective. Prices were too high as it was so maybe more correction, but then funds are on sale each time paycheck buys some shares. Here's one from three years ago but sounds like could be today, a fan of the blog and want others to do better too! mrmoneymustache.com/2023/09/04/interest-rates/ Also mrmoneymustache.com/2026/09/25/will-the-ai-bubble-destroy-our-retirement/
Intel has top of the line CPU products but I think they have bad management to be at loss making.
Woah do you think
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