“60% of gamers have no plans to build a computer for the foreseeable future.” The unspoken part is, “and the hardware manufacturers don’t care”. Maybe they will after the bubble pops, or maybe not.
The ones building consumer hardware probably care. There’s only 3 major DRAM manufacturers, but several companies that sell RAM sticks. Those guys aren’t gonna be having fun. AMD, nVidia and Intel are making out like bandits from the GPU sales, but the AIBs are most definitely not, since you don’t really buy a Sapphire or Gigabyte card for your data center, it’ll be direct from nVidia/AMD/Intel for hyperscalers and everyone else buys a complete server from someone like HP or Dell generally.
There are like 10 companies making out big on hardware for AI, but dozens of companies that will be hit hard.
And don’t forget all the suppliers of the other parts that don’t have any business with datacenters: motherboards makers (not sure they got anything), case makers, power supply makers, peripherals makers, etc.
All of the ecosystem could go down if the bubble lasts long enough.
The ones building consumer hardware probably care. There’s only 3 major DRAM manufacturers, but several companies that sell RAM sticks. Those guys aren’t gonna be having fun. AMD, nVidia and Intel are making out like bandits from the GPU sales, but the AIBs are most definitely not, since you don’t really buy a Sapphire or Gigabyte card for your data center, it’ll be direct from nVidia/AMD/Intel for hyperscalers and everyone else buys a complete server from someone like HP or Dell generally.
There are like 10 companies making out big on hardware for AI, but dozens of companies that will be hit hard.
And don’t forget all the suppliers of the other parts that don’t have any business with datacenters: motherboards makers (not sure they got anything), case makers, power supply makers, peripherals makers, etc.
All of the ecosystem could go down if the bubble lasts long enough.