No but it drives enough of the ones with liquid capital to pump and deplete supplies to affect the market. The supply disruption was nothing more than hoarding to drive get rich quick schemes, it sort of worked. It's having untold ripples that will eventually manifest, can't keep kicking the can down the road forever. It's going to affect sales of next gen cards for sure, they panicked and in order to entice people to consume product, they made them more powerful(and also more energy hungry). This is to entice them away from the cheap surplus that's about to flood the market, and into new product. After all the GPU manufacturers got their money well in advance.
I don't disagree but also believe we are addressing different aspects and manifestations of the same issue.
Yep, it's always nice to get broader perspectives, what's your take on it?
I don't really see a departure from your perspective. But I don't see AI as a big driver but do agree the can kicking is coming to roost. They properly measured the crypto pyramid scheme craze and cashed in. Now there is a hungry market of gamers and AI developers who will further drive it down the road. Maybe kick the can again? But they have tons of price headroom to effect secondary markets.
I honestly don't have a good perspective on the secondary markets. For me, that's a bad purchase. But I believe I'm a minority on that. At the same time, laptop gaming is also starting to expand, so perhaps a wildcard as it's d silicon?
I really don't have any deep insight here, aside from I don't believe AI, in of itself, will be a significant market driver. At least not in comparison with the crypto pyramid.
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