If (when?) the AI bubble bursts, imagine the possible fire sale on all the RAM.The crash of the AI bubble can't come soon enough.
At this point, Sony should just delay the PS6 a year or two, to avoid the issues with supply for flash and dram. And maybe even get a smaller, newer process node for the SoC.
If (when?) the AI bubble bursts, imagine the possible fire sale on all the RAM.
It will be the DotCom bubble, all over again.
Cloud is not as desirable for companies as you think. Its far more cost effective for you to play a game on YOUR PS5 than running a data center that has to keep native machines, use their power and supply the bandwidth necessary.IF the AI bubble dont burst, key components for consoles and PC wont be affordable anymore and we will have to rely in cloud and AI services.
Pretty sure thats their end goal.
even with "forced" subscriptions involved?Cloud is not as desirable for companies as you think. Its far more cost effective for you to play a game on YOUR PS5 than running a data center that has to keep native machines, use their power and supply the bandwidth necessary.
Amen.It has to crash. The only company making real money is Nvidia.
But most companies are pouring billions into a pipe dream.
Most of these companies will go bust, and only a couple will survive and reap the rewards.
It will be the DotCom bubble, all over again.
Well given we been living in a recession for a good few years already just that they don't want to announce it or make it official, It's become pretty evident that they won't allow it to come crashing down, They will rather the FED print into the hype to keep the system from imploding like what happened in 2019 repo market crisis.The crash of the AI bubble can't come soon enough.
At this point, Sony should just delay the PS6 a year or two, to avoid the issues with supply for flash and dram. And maybe even get a smaller, newer process node for the SoC.