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Hard drives on backorder for two years as AI data centers trigger HDD shortage

(www.tomshardware.com)
172 points pabs3 | 1 comments | 12 Nov 25 05:36 UTC | HN request time: 0.217s | source
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zkmon ◴[12 Nov 25 19:47 UTC] No.45905370[source]▶
This is getting out of control. Like a monster eating off all the things that are needed for normal people. Worse than nukes race, which at least did not affect common man. No one really gains anything. All gains are temporary competitive edge, that vanishes quickly while locking everyone into the vicious cycle.
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fajitaforce5 ◴[12 Nov 25 21:57 UTC] No.45907351[source]▶
Maybe when the bubble bursts there will be lots of good used hardware at massive discounts?
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criemen ◴[12 Nov 25 22:22 UTC] No.45907676[source]▶
But why? Training hardware maybe will appear, but everything that's running inference has real, paying customers on it, with current capabilities level. Even if the bubble bursts, why would that demand evaporate? People still would want to use chatgpt, claude code etc., even if they stop getting any better tomorrow.
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krior ◴[12 Nov 25 22:27 UTC] No.45907745[source]▶
But maybe not for the price it actually takes to run these models. Afaik atm they are all subsidized.
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1. criemen ◴[12 Nov 25 22:47 UTC] No.45907974[source]▶
I'd expect at least API pricing for all major players to be margin-positive. Positive ROI if you include model training cost? Maybe not, but in a hypothetical scenario where all capital for new model training goes away, the latest frontier model weights still continue to exist.

Subscription prices for claude code et. al? No idea.