Technology

87572 readers

4727 users here now

This is a most excellent place for technology news and articles.

Our Rules

Follow the lemmy.world rules.
Only tech related news or articles.
Be excellent to each other!
Mod approved content bots can post up to 10 articles per day.
Threads asking for personal tech support may be deleted.
Politics threads may be removed.
No memes allowed as posts, OK to post as comments.
Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
Check for duplicates before posting, duplicates may be removed
Accounts 7 days and younger will have their posts automatically removed.

founded 3 years ago

MODERATORS

502

submitted 2 weeks ago by cantankerous_cashew@lemmy.world to c/technology@lemmy.world

174 comments fedilink hide all child comments

you are viewing a single comment's thread
view the rest of the comments

[–] Dookieman12@piefed.social 68 points 2 weeks ago (26 children)

My prediction:

Investors continue to fuel demand, choking supply
Plans to monetize LLMs don't pan out
Eventually, lenders call their margins
Investors see the called margins and get spooked; demand fizzles
AI companies desperately try to liquidate their positions. Seeing the price of components, there's a rush to sell while prices are high.
PC components flood the market
Record high supply, record low prices
PC gaming golden age

[–] Haarukkateroitin@sopuli.xyz 4 points 2 weeks ago (1 children)

Eventually, lenders call their margins

Lending to companies doesn’t work like that.

[–] Knock_Knock_Lemmy_In@lemmy.world 6 points 2 weeks ago

Softbank's $40bn loan will be called on March 25, 2027. If they can't roll this over it's the banking equivalent of a margin call.

load more comments (24 replies)