I don't buy the central thesis of the article. We won't be in a supply crunch forever. However, I do believe that we're at an inflection point where DC hardware is diverging rapidly from consumer compute. Most consumers are using laptops and laptops are not keeping pace with where the frontier is in a singular compute node. Laptops are increasingly just clients for someone else's compute that you rent, or buy a time…
The thing is, other than AI stuff, where does a non powerful computer limit you? My phone has 16gigs of ram and a terabyte of storage, laptops today are ridiculous compared to anything I studied with. I'm not arguing mind you, just trying to understand the usecases people are thinking of here.
The constant increases in website and electron app weight don't feel great either.