Fair, reasonable conversations could be had about AI growth. That’s not what the public’s being asked to participate in.
  • Nvidia and Micron are making emotional appeals to consumers while PC users express frustration with big AI companies’ practices and self-serving motives.
  • Memory vendors predict DRAM and SSD shortages lasting until mid-2027, while new tariffs on advanced computing chips and potential Steam Machine pricing over $1,000 add to consumer concerns.
  • The article highlights how corporations use emotional messaging to mask financial interests, advising consumers to remain skeptical of such appeals.
  • funkless_eck@sh.itjust.worksEnglish
    3·
    13 hours ago

    Yeah but your TAM (who you could possibly sell to) is the biggest concentric circle, inside that is the Servicable Addressable Market (who you could feasibly sell to) and your SOM (serviceable obtainable market, who you are actually selling to) and the consumer market is who you were actually selling to.

    It could be that these data centers never become serviceable or obtainable, and this is all just predictions with no actual product making it into a machine.