And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.
And that private equity is pulling off the same shit that they did with the housing market - buy up the global silicon waver production so costs go up, rent it back to you while externalizing costs for the data centers and electricity. This goes hand in hand with NVidia and the likes extracting money from the Pentagon and getting tax breaks, externalizing costs further. This is not about building your PC anymore, we are just the first ones to feel it - memory is in fucking everything, and it’s a market that’s easily cornered if you have a lot of money to throw around because of limited production capability.