Post #1113268
2026-01-20 08:59 UTC
@properlypurple@tech.lgbt I've been pondering what the possible ramifications (no pun intended, but enjoyed) of these big price hikes might be on commodity cloud pricing if the LLM bubble doesn't pop soonish. I'm sure the big providers have solid supply contracts, but those need to be renegotiated sooner or later...
Replies (2)
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@hackbyte@joinfriendica.de 2026-01-20 15:37
@womble @properlypurple Well, consider that not even samsung mobile can get their own ram from samsung fabs... Those contracts are already gone and virtually the full production of 2026 is already sold... So, OpenAI and co would have to fail hard, go into insolvency and then they need to sell of their contracts for other ppl to be able to get chips this year at all.....
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@properlypurple@tech.lgbt 2026-01-20 11:46
@womble I'm pretty sure that small players are probably already in a place where they'll be priced out of the market soon. For larger players, it might take some time, due to the sheer size of these companies.