Raise them, more likely. NVidia says that GPU hardware prices won't decrease until at least 2030. The world is out of fab capacity.
> The world is out of fab capacity.
Can anyone expand on this point? I read an article saying that the big AI co's datacentre spend was a bunch of lies because they can't build datacentres at anywhere near the rate they want to.
From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years.
So it’s not even about datacenters.
Here’s a Reuters article about TSMC: https://www.reuters.com/world/asia-pacific/broadcom-flags-su...
So this is actual committed contracts with all kinds of companies such as Apple, NVidia, AMD.
Also, the whole reason they can’t build data centers faster is precisely because of this.
> they can't build datacenters at anywhere near the rate they want to
That was because the supplies the datacentre needed were constrained - supply-constrained, not end-user demand constrained, so would be in agreement with the GP comment (and the article I read didn't imply anything about lying).
Seriously, they’re trying to justify trillion+ IPO’s while setting piles of money on fire, prices aren’t going DOWN.
Today's frontier models will be tomorrows low-end option. I think whatever model you are using today will be less expensive to use a year or two from now.
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They aren't going down, but in the meantime they'll cover their ass by bribing their way into the S&P 500 and then use your 60 year old mother's 401k and teacher's pension to fund their risky capital expenditure.