Ideas / Better Offline: The Skeptical Counterweight
AI Made Everything Expensive
Ed Zitron with Steve Burke of GamersNexus
GPU demand, memory markets, and manufacturing capacity connect AI infrastructure spending to the price of ordinary consumer electronics.
Zitron and GamersNexus’s Steve Burke follow demand for AI GPUs into memory supply, manufacturing decisions, and consumer hardware prices. The boom stops being a cloud service and becomes competition over factories and components.
It is another dose of physical reality: infrastructure spending has neighbors, opportunity costs, and a habit of sending invoices to bystanders.