I would love to believe the price will be lower in two years, but I doubt it. Why would it be lower? There’s still a shortage and most of the stuff it goes into hasn’t even been built yet.
Most of the stuff it goes into hasn’t even been built y̶e̶t̶.
Kevin O'Leary's 20 GW data centre is never getting built. Maybe he'll do a "phase 1" at a few hundred MW, but he's not going to build the largest power station in the world.
The glut of AI chips will lower prices meaning consumer GPUs start looking high margin. And if they pile into it again, prices will come down.
Kevin O'Leary's 20 GW data centre is never getting built. Maybe he'll do a "phase 1" at a few hundred MW, but he's not going to build the largest power station in the world.