Thanks a lot, AI: Hard drives are sold out for the year, says WD
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Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#2Good luck to everyone. Home you made some reserve.
Yes, AI is nice, but I also like to be able to buy some RAM and drives…
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#3This is the consequence of "I don't want to write this function myself, I'll get the plagiarism machine to do it for me"
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#4Are these the picks and shovels?
Is the profitability of these electronics manufacturers more likely than the companies that are buying up all their future inventory?
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#5[deleted]
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#6This is the consequence of "I don't want to write this function myself, I'll get the plagiarism machine to do it for me"
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Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#7Do they really think they will get some money from the AI ponzi scheme ?
Well, at least they might still have a product to sell once the AI bubble pops, unlike with NVIDIA which does seem to kinda forgot to design new consumer GPUs after getting high on AI money.
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#8There's clearly easy/irrational money distorting the markets here. Normally this wouldn't be a problem: prices would go up, supply would eventually increase and everybody would be okay. But with AI being massively subsidized by nation-states and investors, there's no price that is too high for these supplies.
Eventually the music will stop when the easy money runs out and we'll see how much people are truly willing to pay for AI.
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#9does that only include SSDs, or does it include HDDs as well?
Re: Thanks a lot, AI: Hard drives are sold out for the year, says WD
#10Are these the picks and shovels? Is the profitability of these electronics manufacturers more likely than the companies that are buying up all their future inventory?
If AI continues at this trajectory, sure, likely to the picks and shovels.
If AI has a bubble burst, you could see a lot of used hardware flood the market and then companies like WD could have a hard time selling against their previous inventory.