Blamed?
More like responsible. Alongside big techOn the upside, homelabs are going to have a glut of high capacity, barely used server hard drives to choose from then this AI/data centre bubble eventually bursts?
If it bursts, that is. I have a fear that people behind AI have grown so savvy of the bubbles, that they have a complicated plan to avoid it, and artificially uphold it with the help of bribed/blackmailed politicians.
Pretty much. So much trading is done automatically by algorithms. There’s no panic selling anymore because the human factor is gone.
Of course something will have to break eventually.
As every industry before them did.
This framing is journalistic malpractice. Using the term blamed implies room for doubt where there is none, it’s a clear and provable driver of this issue. We desperately need public funding for journalism, as long as outlets rely on private investment to function there will always be this kind of manipulation and bias infused into news media.
Funny thing, we had that back before the 80’s. Yeah Republicans killed it. and now we’re in the shit show you see all around.
Huh, I wonder why they would do that… So Weird ™. Surely unrelated to the tRump republicans axeing PBS funding in this current term…
those who promote ai usage and even pay for it ought to be blamed too.
While I can see some benefits in using llm for some things, way things currently are the negatives way outweigh the positives. Using it should be something to be ashamed about so this shit collapses sooner and maybe we can get some peace. Maybe once all the commotion dies down llm could become useful tool, but if its tied to destruction of our way of life (planet dying, economic disruption, no components for regular people) then it just has to go.
Alternative is we just submit and hope our owners dont abuse us too much.
This is how they kill home computing and force everyone to bezos net with your drumpf Gold terminal ($390/month with KKK membership)
Fuck ALL these peoole.
I’m glad I bought an 8 TB HDD about a year ago as an investment, it’s now $50 more expensive a year later. I don’t plan on ever filling it up, but it’s been helpful, and good insurance to have if I ever create a project that requires that space.
I bought a 22tb hdd from serverpartdeals in late December of 2025. Its now $100 more expensive, I’m glad I read the tea leaves in time but this sucks.
I got a 16TB HDD for 300€, yesterday I looked at it and it was 800€ (apparently discounted from 1000€ lol)
Same. Scored two 16TB drives and a 4GB in summer of 2025 (by pure chance though). They’re now 150%-200% the original price. Cannot wait to see this bubble pop.
28 TB is now sold out in serverpartsdeals, guess we have to wait till the bubbles pops.
Apparently there is a huge demand for storage, both RAM and disk. Oh, and GPUs… So what happens when large number of people are looking to buy stuff? In time, I think there is a silver lining here…
Demand went up but supply hasn’t adjusted, and maybe won’t, to meet it. I’d imagine the parts manufacturers would be worried about the bubble bursting as much as we are cheering it on.
I don’t mean existing manufacturers necessarily. Unfortunately there are no certainties, but I’d say give it some time. These chips are (or at the very least becoming) strategic commodities, so the greater the squeeze the more appealing the business case will be. Besides, both the US and EU want to grow their chip manufacturing capacity and it’s not like there is no investment money available. So at some point production capacity will grow.
Don’t discount China in this race either. Gamers nexus did an interesting video about china’s push to become a contender in the DIMM market too.
Guess it’s all speculation for now anyway.
The the demand stays elastic and the supply doesn’t then you can just scale the pricing as much as you want. Saying you’re sold out for the year is literally telling everyone in advance the prices will continue to be manipulated .
I was able to update 2 of 3 devices early last year, but couldn’t upgrade my old custom build. I did that due to possible tariffs; didn’t even think about this “AI” BS. Thought may as well just buy a custom build now. Wanted to wait another year, but I won’t be upset no matter what happens with prices if I get it now. I’m not sure my old girl can outlive the return of easily available PC parts. At least I also bought some extra storage over a year ago.
Welp, I guess I’m all out of money for new tech. Time to travel or find a new hobby.
These sound like great ideas. Additionally, I find that making the most of the hardware I already have can be really satisfying, too.
This feels like you’re about to try and sell me on linux.
It does sound like that, doesn’t it. I’ve been down that rabbit hole, but currently my only Linux device is a steam deck. Apple stuff for most things, pc for AAA gaming.
So, no. I like Linux, but I really meant that I increasingly manage to find some satisfaction in getting „my money‘s worth“ out of my hardware instead of finding excuses to buy new stuff.
Next up, torches and pitchforks will ve sold out. And AI won’t exist.
I’ve two countem two 500gb HDD by WD, starting price is 2500$. And I’ll throw in external cases for 100$ (the cables are blue meaning usb 3.0 a which are 250$)
shit dude I’ll move my storage to S3 and retire on what I can get from my 16tb array and 20tb backup.
no wonder they need so much power/rare earths. ssds next
SSDs were first, actually, with HDDs now following suit.
Theres a reason we have 256TB SSDs. Consumers dont really need them and they are of limited value vor conventional Datacentres.
The irony is as they bid up the price of all the hardware, they are probably making their AI platforms more likely to fail due to being more expensive than their value.
We can only hope that their businesses crash hard before any of these deals come to fruition and then when the hardware has nowhere to go we can all “buy the dip” so to speak.
To be clear, I know most of this stuff will be specialized server hardware, but hopefully it all crashing down will help get more people into self-hosting and working on community resources and networks instead of having everything live in the cloud.
I know most of this stuff will be specialized server hardware
it actually won’t be, at least not for the hard drives. the prevailing strategy for quite some time now is to just use the cheapest available disks and deal with the failures on the software level. those disks will ultimately fail anyway and the increased price for some super-duper enterprise reliability server disk is not really worth it.
I’m currently hosting everything on old desktop PCs and SBCs but fuck it, I’ll swipe some closeout hardware and upgrade to a proper server rack.
Definitely same.
In a similar boat, I’ve thought about that but if I ever upgraded to a stronger real centralized PC I’d have to do a bunch of Docker setup and if anything breaks my whole system would go down. As it is, with piecemeal shitass laptops each running individual services I get lots of redundancy!
Western Digital chief Tiang Yew Tan told analysts “We’re pretty much sold out for calendar '26. We have firm purchase orders with our top seven customers.”
the dow is 50k and 37% of the market is made up of those seven
freaking financial human centipede
I can’t wait for it to crash and burn, this bubble is getting so ridiculous.
that crash and burn will be the onus of the consumer not being able to consume.
we will lose access to free range computing and have to live with asking AI for permission to use the computing power and network resources to play a game or pay our bills online. And paytoll for that permission.
that will be the crash and burn victims here.
I brought my 2003 laptop back to life for shits and giggles recently. It’s made me realize how bloated software has become. It’s still just as usable as it was 20 years ago when you remove all the fancy crap and use programs designed for tasks rather than living in a web browser. Sure its not fast, but once I replaced the spinning drive with an ssd, it became pretty damn usable in a modern day scenario. I really thought I would just upgrade as far as I could for fun, then slap an old archived distro on there from my college days for some good old PTSD/nostalgia. But it’s actually usable so I occasionally pull it out and do stuff on it. I’m ready to slap jaunty jackalope on it and relive going to my uni’s library to write a 10 page research paper thats due the next day, but it’s still ready to rock in modern times.
It needs to crash. If it doesn’t crash soon, things will only get worse and worse for consumers. We’re already over the edge of the cliff (imo), it’s just a matter of how far we have to fall now. If it crashes hard enough, we won’t have to live with “asking AI for permission to use the computing platform”. By the way, an LLM isn’t really capable of that at the moment, and the sooner it crashes, the less likely anything like that will happen.
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These companies are publicly traded…
The people who run/own the AI companies would have been complete idiots to not invest in the hardware companies they were going to make these purchases from before making those purchases.
But 100 million in Seagate stock, then announce you just signed a contract buying up supply.
Your company may overpay, but you personally just made a shit ton of money. Which is the why you want your company to succeed
As a bonus, the news that you’re overpaying to buy up all the hard drives, doesn’t hurt your company it helps it.
There’s no way to monetize it anyways, the product is the stock price. And this move makes the company seem confident, which raises stock price.
That’s not even getting into the long term problem that even if AI fails, were seeing a huge migration in computing power from individuals to private corporations. That’s a big deal even if AI dies tomorrow. And they have a lot of motivation to never let us get it back.
This is illegal but I’m sure it happens all the time.
Yeah, that’s how politicians get the insider tips, it’s bribes to not go after the person who gave them the tip.
If enough of the right people make enough money, then everything about it becomes legal, or at worse a fine that’s less than the profits made.
