Is this their vision of "ai bullshit cant support this bubble, and the big buys that buy 1000 at a time will stop buying, and go bankrupt, so the secondary market will be flooded with our boards that we sold 1000 at a time, for much less, we are at the get fucked cunt point."
I can see there is a secondary data center market for gary area AI operations, and even likely a 3rd.....that could absorb....
I think it is more likely they are going to try to choke all markets to create artificial scarcity even if not needed which will keep costs high and sales "high" rather than crashing.
There are already companies building ASICS that may be model specific (even if that might be foolish) that will eat their lunch. For edge computing it makes a lot of sense if the price is low enough.
I had not thought of that direction...but who will build the chips? I didn't think that there were anyone that could do it fast or even ramp up fast.. Fuck, we can't even ramp memory....oh yeah thats fake price increase to make more money.
There are "small" chip houses that will build them. I know of one in CO that looks like a typical office building in the middle of nowhere. You would have no idea they are building advanced military chips but they are. They also take custom orders from even someone only wanting to do a run of 50-100 (It will cost you though).
Not everything needs to be a ultra clean room super factory if you don't need the latest super tiny NM specs.