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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-19/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
PSUpower First, it was the GPUs, then the RAM… Now, it's consumer processors… Just wondering; is there a PC component, whose price will remain unaffected by the surge in AI demand? Reply
CelicaGT Well, OpenAI is shutting down Sora….with conflicting reasons stated but anyone paying attention knows why. Cost. It costs more to run this stuff than they can reasonably charge and if they pull the rug (charge the full amount) engagement will evaporate. Long and short of it is that I don't think this (AI bubble) can reasonably go on much longer, things like these shortages, the Iran war and the general state of the global economy are all major factors adding to the cost to run. Reply
Roland Of Gilead TBH, I'm not at all surprised. IMO, this is just more price gouging from companies, tech or not, when consumers are already pushed to the limit on expenses, cost of living and affordability. There's a bit of an inflection point right now, where the rich and poorest are ever further apart from each other than ever before. This forced poverty affects far more people who are barely making it through from week to week or month to month in terms of income. Yes, supply chains or market conditions can change, but it's always the general consumer getting tapped for this crap. Reply
Stomx PSUpower said: First, it was the GPUs, then the RAM… Now, it's consumer processors… Just wondering; is there a PC component, whose price will remain unaffected by the surge in AI demand? The answer is already in the question: PSU 🙂 They are even in average falling for ~3 kW power range ( they were near $1000 in October) Reply
beyondlogic PSUpower said: First, it was the GPUs, then the RAM… Now, it's consumer processors… Just wondering; is there a PC component, whose price will remain unaffected by the surge in AI demand? Short answer no Nvme / ram/ CPUs / GPU. Reply
InfiniteWeatherMan PSUpower said: First, it was the GPUs, then the RAM… Now, it's consumer processors… Just wondering; is there a PC component, whose price will remain unaffected by the surge in AI demand? Ironically, CPU coolers and even AIOs haven't been largely affected by this AI surge, mainly because there's few electronic components that are in these products. In fact, they might be slightly (by a few dollars) cheaper because of the drop in copper prices as of late in the stock market.. Reply
usertests CelicaGT said: Well, OpenAI is shutting down Sora….with conflicting reasons stated but anyone paying attention knows why. Cost. It costs more to run this stuff than they can reasonably charge and if they pull the rug (charge the full amount) engagement will evaporate. Long and short of it is that I don't think this (AI bubble) can reasonably go on much longer, things like these shortages, the Iran war and the general state of the global economy are all major factors adding to the cost to run. I'd love to see some cost estimates for Sora operation. There are open source video generation models that can run on a single GPU, but I assume Sora used more resources. Google seems to be pushing ahead with video gen and making something professionals would pay for. Then there's ByteDance, etc. I'm not reading too much into the death of Sora, but low revenue, high competition, and copyright/trademark liability may have done it in. The capability isn't going away though. 2026-2027 is a very exciting time for the world. However, I think the AI bubble may not pop soon if enough useful, revenue generating models can be deployed. The kind of stuff that will result in more job losses (without the sheepish rehiring later). Reply
JeffreyP55 Admin said: Many PC manufacturers are facing challenges in acquiring inventory of Intel and AMD CPUs, saying that there is not enough supply to meet consumer demand. PC makers face shortages of Intel and AMD CPUs that stretch up to six months — lead time for orders jumps from just two weeks in the face of AI demand : Read more The way things (prices) are going, no new PC for at least five years. Maybe longer. People have lost their minds paying 3k-4k for video cards that will be obsolete within a year or so. 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/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/pc-makers-face-shortages-of-intel-and-amd-cpus-that-stretch-up-to-six-months-lead-time-for-orders-jumps-from-just-two-weeks-in-the-face-of-ai-demand#main
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Informational only. No financial advice. Do your own research.