I wonder if it’d be worth it to valve to start producing ram.
They’d need to source the components outside of the increasingly monopolistic US-alligned group of hardware manufacturers. The only way you end run the Big Three is to go to… CHINA. And we’ve layered so many sanctions, tariffs, and putative measures on import of Chinese hardware that it would be a fool’s errand to bother.
I don’t know if there’s a shortage of raw material or if no one wanted to invest in more manufacturing when AI could crash within a short time.
Even if there’s an AI crash, the long-term outlook for chip demand only goes up. The problem isn’t with the economic demand, it’s with the provisioning of capital. For the most part, you need to spend tens - if not hundreds - of billions of dollars to start producing even the middle tier of nano-computing components in modern use.
I might suggest there’s another way to tackle this problem. And it’s one that Valve already is heavily invested in.
Lower resolution games. Lower hardware requirements. More efficient software engines. More games focused on the mechanics and story than the raw, realistic visuals.
You can run Doom on a pregnancy test and people still buy that game. Games like “Undertale” and “Vampire Survivors” do incredibly well in part because they are so accessible to anyone with a 15-year-old rig. Rather than trying to build a PS5-killer machine, you can go the Nintendo route and build a novel interface that runs on more basic components. Then you exploit the hell out of your Disney-esque IP without worrying that Halo: Remastered Delux Ultra looks better than the next iteration of Metroid Prime.
They’d need to source the components outside of the increasingly monopolistic US-alligned group of hardware manufacturers. The only way you end run the Big Three is to go to… CHINA. And we’ve layered so many sanctions, tariffs, and putative measures on import of Chinese hardware that it would be a fool’s errand to bother.
Even if there’s an AI crash, the long-term outlook for chip demand only goes up. The problem isn’t with the economic demand, it’s with the provisioning of capital. For the most part, you need to spend tens - if not hundreds - of billions of dollars to start producing even the middle tier of nano-computing components in modern use.
I might suggest there’s another way to tackle this problem. And it’s one that Valve already is heavily invested in.
Lower resolution games. Lower hardware requirements. More efficient software engines. More games focused on the mechanics and story than the raw, realistic visuals.
You can run Doom on a pregnancy test and people still buy that game. Games like “Undertale” and “Vampire Survivors” do incredibly well in part because they are so accessible to anyone with a 15-year-old rig. Rather than trying to build a PS5-killer machine, you can go the Nintendo route and build a novel interface that runs on more basic components. Then you exploit the hell out of your Disney-esque IP without worrying that Halo: Remastered Delux Ultra looks better than the next iteration of Metroid Prime.