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Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

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Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#101

Post by harvey9 »

nickpp wrote: post #61
palmotea wrote: post #28

Maybe with AI we can finally kill user-owned computing, and make almost everyone renters. It's really wrong that the common people have access to things like PCs. It leaves a lot of money on the table the corporations can extract, and makes control much harder. PCs should cost at least as much as a car, so only the right people can afford them. Own nothing and be happy.

PCs are also made by corporations, together with PC parts. The reason computing became so cheap during the last 50 years was competition between said corporations. Competition that is also pushing the AI token price down and also encouraging - corporations - to come up with models that can run on user hardware. So what are you ranting against?! > Own nothing and be happy. Ah, here it is. Only governments can confisca…

In the digital age corporations can and do confiscate things we thought we owned. Amazon removing paid-for kindle books, devices getting bricked, paying a recurring fee to use some features in your car.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#102

Post by AshleyGrant »

sokoloff wrote: post #54
xbmcuser wrote: post #3

10-12 Months ago I had commented here that people are not realising that AI is going to price us normal people out of computer hardware and we need China to actually reach on parity with node size. And sadly it looks like I was correct in my prediction.

After the recent run-up, where are prices on a per-performance basis? Back to 2019? Computers were incredibly more expensive when I was growing up. People bought them anyway. Is a computer that lasts 5-8 really productive years (and is still serviceable for another 5-7) and costs $1500 really a deal-breaker just because it was $1000 and on sale for $850 a year ago? Even if it doubled again, it still doesn’t price nor…

I think your idea of what "normal people" can afford is a bit off. Normal people aren't buying $1500 computers. And they definitely aren't buying $3000 computers.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#103

Post by Tepix »

asdfasgasdgasdg wrote: post #88
tetris11 wrote: post #5

Earlier quoted context omitted.

It's an active attack on the Hobbyist space. Qualcomm buying Arduino solidified this idea in my head. They literally want us to own nothing.

Who cares if Qualcomm owns Arduino. It has never been cheaper to get into embedded computing. You can buy Arduino-compatible STM32 Nucleo boards straight from STMicroelectronics for $15-20, and that's first party. If you're willing to buy third party clones there are boards on AliExpress for $10 or less.

Most things were cheaper last year. But you can still get RP2049 Zero for less than a buck each and run FUZIX. Neat.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#104

Post by buellerbueller »

leecommamichael wrote: post #25
SirFatty wrote: post #17

Earlier quoted context omitted.

I can't speak to it now, but it used to be the go to source of CPU and 3D card benchmarking.

They've turned into a pretty unserious, non-critical, non-hardcore ad page.

So, they're like an LLM?

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#106

Post by himata4113 »

kingstnap wrote: post #89
himata4113 wrote: post #55

I was looking into self-hosting deekseek v4 pro since frankly cache reads are an absolute scam and they're 90% of the cost, but then I looked at the ROI and it will never pay off fast enough because the hardware will become obsolete faster even if you were running 10 token generation streams 24/7. The napkin math resulted that renting is around 27 times cheaper than owning (not including power). I think we're really…

Ironically the few people not scamming you for cache reads are Deepseek. Everyone else charges a ridiculous amount but Deepseeks API is $0.003625 / M tok. I'm surprised no one talks about this because of how significant it is. GPT 5.5 for example costs a ridiculous $0.50 / M tok cached. It's literally almost 140 times cheaper which matters a lot for tool calls.

it's a temporary promo, deepseek will return to only 10x cheaper after.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#107

Post by buellerbueller »

lifestyleguru wrote: post #75
wtetzner wrote: post #53

Earlier quoted context omitted.

Given that the AI companies are still operating at a loss and running on investor money, I'm not sure it's actually driven by consumer choice.

Consumers are not helping though. They do everything on a smartphone and don't even blink when mobile app is required for most trivial things.

To echo the post you are responding to: when the app is required it isn't really a consumer choice, is it?

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#108

Post by smokel »

rokkamokka wrote: post #80
psadauskas wrote: post #60

Earlier quoted context omitted.

There are _already_ two classes: Those who earn their living from their labor, and those whose income is derived simply by owning things they (often) didn't create themselves and charge for access.

The root of most of society's problems right there...

[flagged]

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#109

Post by ButyTh0 »

GolfPopper wrote: post #47
ButyTh0 wrote: post #10

Earlier quoted context omitted.

Because they own nothing but make believe stocks and life works great for them. The mega-rich are 100% decoupled from physical reality. May as well treat them more like tribal shaman, priests, preachers, and rabbis. Just parroting memes the likewise idiot politicians believe are the magic chants that keep gravity itself pulling together the Earth. "Omg he said the thing! Cut his taxes! Give him welfare!" Our generati…

> May as well treat them more like tribal shaman, priests, preachers, and rabbis. Why associate them with roles that have a degree of positive association and human connection? Treating them as faeries, vampires, or demons seems more accurate.

[flagged]

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#110

Post by tru3_power »

palmotea wrote: post #28

Maybe with AI we can finally kill user-owned computing, and make almost everyone renters. It's really wrong that the common people have access to things like PCs. It leaves a lot of money on the table the corporations can extract, and makes control much harder. PCs should cost at least as much as a car, so only the right people can afford them. Own nothing and be happy.

I kinda felt like this was coming so mid last year I built a local rig with the top of the line parts I could afford at the time lol (rtx5090/ryzen9 etc) now I just need to build out my inference setup (sadly m3 ultras r insanely expensive now) - I have a feeling they will try to lock down usage of open source LLMs too. I don’t get how token moat can exist if local inference rigs can be built out and serve open source models locally for nothing (besides power cost).
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