lejeczek It is going to be Biblical – like a flood – will wipe out ~90% of their business, when it bursts. All that big AI shenanigans – they'll be gone with the wind but also hardware manufacturers with regards to consumer market, in next ~4 yrs – I think they know it, secretly, so they shout: buy ! buy now! Reply
DS426 Those are pretty dismal numbers for early 2026 — I actually expected a little better. ROI kaputt. Reply
Marlin1975 lejeczek said: It is going to be Biblical – like a flood – will wipe out ~90% of their business, when it bursts. All that big AI shenanigans – they'll be gone with the wind but also hardware manufacturers with regards to consumer market, in next ~4 yrs – I think they know it, secretly, so they shout: buy ! buy now! And yet they are still doubling down expanding, buying all the memory/gpus that can get, and even taking out large billion dollar loans to pay for it. So all the large banks are deeply tied into this mess. So this will be hugh when it pops. Only question is do they get a bail out? Reply
ejolson I think short-term return-on-investment expectations among decision makers at major corporations is a fundamental problem much bigger than AI. At the same time, I want my prices back on RAM and Flash. Reply
King_V Color me unsurprised. Don't get me wrong, early on, I might've wondered at the possibilities. But, the over-hype, the AI everywhere, the frenzy, turning it into a buzzword so overused that it's worse than an annoying song that gets played everywhere you turn, it almost feels like desperation. Reply
S58_is_the_goat Jensen: no guys it will get better, trust me. Keep buying my gpus… Reply
Kindaian Last year I brought some SSDs: 1TB and 4TB. In 8 months, the 4TB SSD increased in price 50% and the 1TB 33%. My NAS is on diet now. Reply
Eximo I would hope most of them are still in the early stages of feeling out whether the AI makes a productivity difference, before actually laying off staff and then finding out the AI can't do it reliably. I think they are all a bit pre-mature in such investment. But the first corporation in a market segment that makes it work is likely to destroy the competition on running costs. I'm not saying that is what will happen, but it is the fear all of them have. It is the AI hardware suppliers who stand to make the real money as well, success or failure. They have consumer electronics to always fall back on. Those that over leverage on AI infrastructure and can't find a profitable use for it might be in trouble. But it is also a utilitarian thing, that much compute can always be turned to some task. Reply
vanadiel007 The gain is not in productivity, but in hardware sales. You would think all these smart CEO's would have figured this out by now… Reply
palladin9479 Products show negligible gains but regardless guy's it's the future! Just Trust Me! /s Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/over-80-percent-of-companies-report-no-productivity-gains-from-ai-so-far-despite-billions-in-investment-survey-suggests-6-000-executives-also-reveal-1-3-of-leaders-use-ai-but-only-for-90-minutes-a-week#main
- https://www.tomshardware.com
- IBM triples entry-level hires for 2026 despite AI adoption, bucking industry trends — Chief HR officer says that AI can do most entry-level jobs, but work still
- NZXT unveils new H2 mini PC with 9800X3D, Intel 285K configurations — H2 Flow Mini-ITX case and C850 SFX power supply for builders
- LaserPecker LX2 review: Large scale dual laser cutter
- This Corsair RAM and Gigabyte AM5 motherboard bundle is just $67 more than buying the RAM alone – 32GB of RAM and B850 Aorus Elite Wifi 7 shaves $133 off buying
- OpenAI hires 'genius' OpenClaw creator, but popular AI assistant will remain open source — Sam Altman says creator will work on 'smart agents' in new role
Informational only. No financial advice. Do your own research.