When the bubble bursts, used computer components are going to be real cheap. Even just a few liquidated data centers will provide a ton of used supply. Even if they don’t part them up, that is still a bunch of supply that won’t be drawing on new supply.
Bought a 12 TB data center drive that had 3 years of spin time on it for $94 August '24. When I check the eBay listing now I see it’s $220 😵
It keeps feeling like this bubble won’t pop and we’ll just keep riding upwards like the housing market
I don’t think this is sustainable because it seems like a closed loop that eventually stops making money without any new inputs.
People NEED housing, they don’t really need computer components.
My consciousness is on the cloud now, please speak for yourself!
Neo, wake up!
When the bubble bursts, used computer components are going to be real cheap. Even just a few liquidated data centers will provide a ton of used supply. Even if they don’t part them up, that is still a bunch of supply that won’t be drawing on new supply.
Though that supply will be a bit annoying.
Oh look, super expensive GPUs… In an HGX board that is useless for even connecting to a PC, let alone have graphics.
Memory modules, but they are HBM or otherwise soldered to a Grace board…
SSDs, but EDSFF… Guess at least a cage for this could be some for home usage.
HDDs, but SAS. Not too or of reach for home builds, but still not as likely to just plug into home gear as SATA.
They will probably smash it all up and send it out as e-waste.
Or they will salvage what they can and sell it