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by Rzor 26 days ago
>Depends how long this market can remain utterly loony though.

Probably way, way longer than we'd ideally like. Every now and then, you hear that this is the new normal, that it'll last until 2032 or something, and I can practically smell the paid advertising or cult-like messaging behind attempts to destroy any speck of hope consumers have so they'll just pay the toll. But man, it really could be exactly that. There's just too much money to be made for all the involved parties.

1 comments

> There's just too much money to be made for all the involved parties.

Even setting that aside, depending on the pace of datacenter buildout even a round of new fab capacity coming online might not be enough to bring prices down. I think there's a decent chance we have to wait for investors to get tired of building new datacenters which could easily be 5+ years.