How many useless living humans do you know? They go somewhere. Something happens to them. Whatever it is it’s about to happen to 30% of the population.
Capitalism relies on consumers. It's pretty much central to the idea. That's why the world on average (median) has gotten wealthier and better off over the decades.
Do they? When I was at AWS in 2019-2021 there were some servers in the fleet— not many, but they definitely existed— which dated to before 2010. Maybe it depends on the type:class, but I think hyperscalers run hardware until it dies, then junk it. Where have you seen hyperscaler hardware for sale?
I've seen plenty of stuff from google and meta datacenters on the market.
Had some weirdo AMD GPUs that were GCP-only that were offered to folks if you bought in bulk quantity. A whole ton of whitebox Ethernet switches from Facebook were on the market a number of years ago.
Lots of weird stuff like OCP 25G NICs that only were bought in quantity by hyperscalers as well come out in waves. You don't see a lot of these things hit eBay and traditional "used marketplaces" but they are out there if you know where to look and have connections with liquidators. You're unlikely to get deals on a few here and there though unless the market becomes absolutely saturated - usually hundreds are MoQ for a lot of these things.
Storage will be unlikely to see as the risk:reward for a giant company usually is too great. If data was ever written to them, typically they will be shredded vs. secure wiped. Very few large corporations want to take the risk of some liquidator either not running a proper wipe process or something slipping through the cracks. Even with encrypted drives I haven't seen much in quantity hit unless they were quite literally never utilized and straight pulls from large JBOD orders or the like. However, ServerDirect and other places seem to have cracked this nut a little bit considering the number of refurb drives they run through - not sure what their sources are though. Certainly not hyperscaler levels in any case.
Given this has been going on for years at this point, the high prices of graphics cards through crypto and now AI, it feels like this is the new normal, forever propped up by the next grift.
I don't think this ideology and investment strategy will survive this grift. There's too much geopolitical instability and investment restructuring for it to work again. Everyone is looking at isolationist policies. I mean mastercard/visa is even seen as a risk outside US now.
Well a risk has an abstract level and is either increasing or decreasing. You can look at your risk profile over time and work out how to define policy going forwards. It takes a long time to make changes at country level.
US is medium risk and increasing rapidly. Run away quickly.
> I’m just afraid that prices of $everything will go up soon and will not come down anymore, like they did after Covid.
That's how inflation works. In this case it seems more narrow though, there's hope the prices will go down. Especially if the AI hype finds a reason to flounder.
> I’m just afraid that prices of $everything will go up soon and will not come down anymore, like they did after Covid.
Just like the price of labour. Your salary went up and doesn't come down
In the UK weekly earnings increased 34% from December 2019 to December 2025.
CPI went up 30% in the same period.
Obviously that CPI covers things which went up more, and things which went up less, and your personal inflation will be different to everyone elses. Petrol prices end of Jan 2020 were 128p a litre, end of Jan 2025 they are 132p a litre [0]. Indeed petrol prices were 132p in January 2013. If you drive 40,000 miles a year you will thus see far lower inflation than someone who doesn't drive.
If it’s temporary I can live with it.
I guess this was inevitable with the absolute insane money being poured into AI.