Motherboard sales 'collapse' amid unprecedented shortages fueled by AI
tomshardware.com214 points by speckx 7 hours ago
214 points by speckx 7 hours ago
PC is the last major open platform. While other platforms like Android and becoming less open, PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards and all-time high strong Linux support gives people a place to land and tinker/hack to their heart's content.
I think we will see an abandonment of consumer grade PC components and individuals are either pushed towards closed hardware like Playstation, MacBooks, and Android devices or they are pushed towards server grade components. I already have home sever rack, and would recommend it for other people.
> I already have home sever rack, and would recommend it for other people.
I just want to warn people who haven't heard server-grade hardware in-person before: this is only for people who can put a server rack somewhere unpopulated like a garage or basement. Servers will make you think "wow, leafblowers sure are quiet". They are not suitable for apartment dwellers such as myself. When I was setting up my 1U before shipping it off to a colo, I wrote scripts and had detailed plans of the things I needed to run so I could minimize the time it was making my ears bleed.
The noise problem is pretty easy to mitigate by choosing 2U servers instead of 1U. The latter are forced by the form factor to use smaller, higher speed fans.
A bigger issue for enterprise hardware is that it's optimized for performance per watt under load, not idle power consumption. Running a mostly-idle rack server 24/7 can result in a pretty sizable electric bill. This also depends heavily on the model. Some will idle at ~50 watts, others at ~300, but both of these are significantly higher than a Raspberry Pi or an old laptop which for personal use will generally do the job.
Business class desktops are also a good alternative here. Many models have pretty reasonable idle power consumption (check this for yourself, I've seen 6W but also 60W) but then you get a couple of drive bays and PCIe slots and expandable RAM which you don't get from a Raspberry Pi.
You can buy server boards that don’t require loud fans. If you’re buying used server gear from a datacenter then it will be like what you said.
I have a 4U NAS with a supermicro board and an i3 chip with 6 WD Red NAS drives and it’s very quiet. The chassis came without fans so I installed the brand I like.
I built PCs for a number of years and then I shifted to some combinations of RPis, MacBooks, and (maybe) Mac Minis. It was a (long) phase that involved quite a bit of money as well as frustration oftentimes but almost certainly not going to do it again.
Kind of a random aside, but I never realized how obnoxious LEDs were until I got a studio apartment and started sleeping in the same room as my homelab / workstation / networking hardware. Electrical tape saved me, but wow. You sure can produce a lot of light with a milliwatt of electricity :)
(And yes, my workstation has a clear case and LED RAM. Yes, I'm an idiot. Whenever Windows applies an update late at night, I wake up if it turns back on. I don't know what I was thinking when I built that thing, but never again.)
You're right, I may have significantly over-estimated the percentage of people on hn that have dealt with server hardware. It's expensive, big, loud, power hungry and temperature sensitive.
I had to provision a 1U server in grad school. Turing that thing on in the office was a joke. Completely impossible to work with it on if you were anywhere in that part of the office.
> my 1U
1Us have the most compromised ventilation and compensate with loud fans running at high speeds.
Yeah, it certainly wasn't the quietest choice for form-factor, but the fact remains: all server grade hardware are not optimizing for noise. They are meant to be running in datacenters, not livingrooms, so noise was never a concern for them. A nice thing about consumer-grade hardware is they are optimizing for both sound and power consumption because those devices are designed to be around humans. So I certainly hope consumer-grade hardware survives.
In my first job we worked in a room full of 4Us and it was always refreshing when we powered them all down for the weekend. So quiet. It’s almost like there was a reason why consumer-grade hardware existed.
Not only the loudness, the small fans have subjectively more annoying sound even if they were the same volume. Much more shrill than a large fan.
Sure. But are there actual limits on how much noise they're allowed to make?
This is all built to be put in a place where noise is not an issue
Reminds me of when I as a kid got one of those Delta 7000rpm fan powered cpu coolers, my mom promptly asked what it would cost to make that noise (that was heard in the entire apartment) go away. Got a Zalman (back when they were great) and everything was good.
It was a learning experience, and I think everyone should experience that kind of industrial noise at least once to appreciate how quiet consumer hardware is.
This. At one company we ran out of space in the server room, so the excess machine temporarily landed next to my desk. Dear god. Noise cancelling headphones couldn't cope with the noise.
> PC is the last major open platform.
In the whole history of computing PC is the only platform where buying a computer means crazy number of options and configuration mixes to choose from and expect it to work! And warranty would support it too! You can run any OS of your choice on it and that's also reasonable expectation.
Any other platform (SUN, Be, Amiga, NeXT, Apple) it was always buying it from one company only from its list of products. And even running with a different version of OS means warranty doesn't cover it.
Assuming this trend continues, I think people are going to start re-using older hardware rather than turning to server-grade hardware (which is often not convenient for the average residential situation).
At least, that's what I hope happens. What will probably happen is people will continue to migrate away from the PC platform and towards closed platforms for the convenience, if history is any indication.
That's what I've been doing for years. I buy (or get for free) enterprise PCs coming off lifecycle at surplus sales. Nothing I do at home needs a cutting edge CPU. Unless you're a hard-core gamer or serious hobbiest/tinkerer a 5 year old or even older PC running linux is very adequate.
Why would most people need a home server rack? That's a lot of noise, space, and electrical usage. For what most people would need a home "server" for a NUC PC or Mac Mini would do the job.
Ziply Fiber is offering 50 gbps home internet connections in some US locations. You cannot utilize that type of speed with a Mac Mini. Even the modest 8-10gbps connections offered by T-Mobile and Google probably require more.
> You cannot utilize that type of speed with a Mac Mini.
Mostly because the base Mini has Thunderbolt 4 which maxes out at 40Gbps. Anything with a PCIe 4.0 x16 slot will take a 100Gbps NIC. 100Gbps is around 10GBps (8 bits per byte plus encapsulation overhead). Desktop CPUs can do AES-GCM at 2.5GBps per core or more and have up to 16 cores.
Doesn't really answer the question though, why would someone be trying to utilize that much bandwidth out of their house?
Is this for people trying to start the next netflix out of their garage before they have any money to put the servers in a colo?
Contrary take: I believe we will see an expanded market for capable PCs that can be sanely put in a living space. By extension of the gaming PC niche to local AI. Both NVidia and AMD are developing product lines in that direction (DGX Spark, Ryzen AI Max). And Linux will be more prominent than ever, due to several independent reasons: MS dropping the ball hard on Windows, SteamOS making Linux attractive for gamers, 'digital sovereignty' as a trend, and Linux being the de facto standard for hosting AI (or anything really).
Great take, but if the market is expanding for capable PCs why are motherboard sales decreasing?
Well, the two chips I mentioned (DGX Spark uses the GB-10) are both a SoC, so no motherboard needed there. I don't know if that's the full explanation, but it could be a factor.
The SoC design with unified memory is generally well suited for residential use because it's quite energy-efficient, quiet and small (compared to traditional GPU-powered gaming rigs). Great performance-per-annoyance, so to say.
Wouldn’t recommend a home server rack in an apartment. For high wife approval factor, you can put Epyc hardware with Noctuas in a bigger case. I’ve got one at home. Runs my blog and a bunch of other things. Home is at 32 dB right now.
Realistically a Mac Mini will probably blow a lot of things out of the water on price / performance. Even an older one.
This will surely bring new energy into opening these platforms, as it did in days before
why?
I'm interested to know, WHY is PC so open? what led to that?
Agreement IBM had to make with the DoJ/etc in the 80s to open the PC platform to avoid antitrust prosecution. That was the key event.
I would argue that the key event was Columbia Data Products’s clean room implementation of the BIOS.
https://en.wikipedia.org/wiki/Columbia_Data_Products
That, and I’m pretty sure the DOJ had ended the antitrust suit (which was about bundling) by the time the PC was released.
Many vendors, because that means you need specs and that in turn allows for interoperability
You might be interested in the IBM PC compatible and Wintel wikipedia pages. This is a super high level timeline, but it is more interesting to get into the detail.
At a high level, the IBM PC platform were very well documented & sold well, to the effect of producing tons of software and peripherals add-ons ("PC Compatibles"). This led some other computer companies to reverse engineer the proprietary IBM BIOS, allowing them to run the same software and use the same peripherals. Because these were clean room reimplementations, IBM didn't have a legal case to prevent their sale.
Fast forward a bit, IBM's attempt at a new, closed platform, PS/2, flopped. People wanted their more open hardware. Windows became dominate enough that all the demand was for x86 based hardware that could run Windows. Microsoft was happy to work with many vendors.
The PC is very open today, but Apple survived. Atari ST and Amiga probably survived longer than you think as well.
Because Microsoft commodified their complement in the 1980s to break the back of IBM.
For most people, I’d recommend a NuC or a NAS with an unlocked bootloader (so you can put Linux on) for a home server.
Most home users need a small amount of compute, and are sensitive to noise and power use.
> ... or they are pushed towards server grade components. I already have home sever rack, and would recommend it for other people.
An actual rack with noisy 1U or 2U servers may be a bit overkill but on the plus side there's a guaranteed endless supply of such used servers.
Now there's a happy middle ground: used workstations with ECC memory, that you then use as servers.
People would be really wise to not underestimate what a 12 years old dual-Xeon, 14 cores each, 56 threads in total can do, for example. And such a complete workstation can basically be found for less than what it takes to fill my car's gas tank (granted it's got a big tank and it's fancy car whose manufacturer recommends to only use 98+ octane).
A single Xeon workstation with shitload of memory in a tower form factor is basically silent. Mine is. Dead quiet, next to the vaccuum cleaner and the cat's foot in a tiny room. I use it as a headless server.
And that's with the default PSU and fans. There are, of course, people modding these with adapters for regular consumer PSUs and then putting ultra-quiet PSUs in those. Same with Noctua fans etc.
And as for the usual complain: "but a server that is on 24/7 consumes too much electricity"... I only turn on my servers at home when I begin to work: I don't need these to be on 24/7.
So yeah: "Server CPU + ECC" doesn't imply noise. And "Server CPU + ECC" doesn't imply it has to be on 24/7 neither.
I recommend this too!
I like my Dell Precision T7910 (dual-socket Xeon FTW) a lot.
What are you using?
> While other platforms like Android and becoming less open
ok....
> PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards ...
I'm so confused by what you're trying to say here.
"Despite this drop in sales, these companies aren’t exactly struggling. Asus, Gigabyte, and ASRock have pivoted some of their production towards AI servers, allowing them to capture some of the investments that hyperscalers are generously pouring into their data centers. But if you’re planning to build a completely new PC from scratch, you might be able to find good deals on motherboard combos, especially as retailers are keen on getting their inventories moving. "
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1. Within a few months, these manufacturers will likely raise desktop mobo and CPU prices with the justification that "volumes are too low".
2. If you're upgrading from an older machine, it likely has a format of RAM that's not compatible with newer boards. Upgrading the cheap parts now and waiting for the expensive bits to come down is simply not an option. It's all or nothing.
Game and application developers should be paying close attention to this. You're used to the average user's system spec going up every year. That's stopped for now. The average memory in new systems may actually retreat!
I'm one of the collapsed sales. My desktop had died, and I had been thinking about rebuilding it.
But RAM prices went to the moon, so I instead opted to repair the desktop. (It's only ~15 years old.) It's alive, again, and performs well enough.
The HDD in it is pretty old (not as old as the rest of it, it's on its second drive; 15 years would be quite impressive!), and still works for now, but there too, prices are silly and well above inflation. (I looked it up again: the same HDD is 50% more expensive today than when I bought it, in real, accounting-for-inflation dollars.)
I've been replacing older systems with last gen hardware off ebay. I'm typing this on a Thinkpad T14 i5-1250p 512GB 32GB WWAN I picked up last week for $370 all in.
Since this mess started, I've bought dozens of unused and like-new systems for clients. All with modern hardware - in the $250-$600 range.
Motherboards used to be $100, $200 for the high end. Now they want $300+, ram is crazy, storage, video cards, etc. I'm not surprised sales for these components is hitting a wall.
> Motherboards used to be $100, $200 for the high end. Now they want $300+
Entry level motherboards are still $100.
$300+ is a very high end motherboard.
The existence of very high end products is confusing because it can give the impression that you have to buy a $300 motherboard because it exists. If you compare features side by side you're rarely missing anything important for the entry level motherboards.
Some people really want the best of the best and feel the need to buy motherboards with Thunderbolt 4 and other future-proofing measures just in case they might need them, but it's premium and luxury territory.
If you’re dropping that kind of cash, you definitely want to future proof it and not go with the budget lastgen motherboards.
Future proofing is an expensive way to pay for features you don't need and will probably never use.
It's smarter to buy a cheap motherboard that meets your needs now. If in the future you find the need for USB4 or some other feature, upgrade the motherboard.
More often than not, builders will try to future proof for eventualities that don't arrive before it's time to upgrade to the next CPU socket anyway. There are a lot of people with expensive, outdated "futureproofed" builds who would have been better off saving the money on the original purchase so they could upgrade sooner instead.
It's a gamble. I take the opposite mindset now; scarcity mindset.
"$1600 is too much for a video card" - me a few years ago on not buying an RTX4090 from nvidia's website.
"I only need 32Gb of RAM. If I want more later, I'll just updgrade" - Me a year ago.
Both mistakes, with hindsight. I will always future proof from here on out.
When you try to future proof, you are basically hedging. It’s a kind of insurance; sometimes it pays off, sometimes it does not. Having more disposable income now than I did 10 years ago I tend to pay more attention to this sort of things, but everyone can choose where they put the cursor. Someone who overestimated their RAM needs when buying a computer last year are probably pretty happy about it, but it could have swung the other way.
Counterpoint:
"$100 is a reasonable amount for a video card, I know this is on the budget side but at least I have a card this way" — me 12 years ago.
"I guess it's worth it to spring for 8GB of RAM..." — me 12 years ago.
Still using the same machine, with no regrets (just the occasional bit of envy).
Different people have different expectations and requirements.
This. In 2017 I bought the cheapest AM4 motherboard with a USB-C port (a Gigabyte X370 Aorus Word Salad). I'm still using it because BIOS updates gave it Zen 3 support.
Wanna guess how many times I've used that USB-C port? Maybe once or twice in the 9 years I've owned it. Never needed it. I also couldn't tell you what X370 is getting me that B350 wouldn't have gotten me.
Buy a $300 motherboard now in case you need future features, or buy a $100 motherboard now that does everything you currently need and then buy a second or even third $100 motherboard if you ever actually need those future improvements.
Then you get a new board designed for the new features instead of something several years old and you come out $100 on top.
Futureproofing is nonsense. PCs just don't work that way, and haven't for decades.
> Buy a $300 motherboard now in case you need future features, or buy a $100 motherboard now that does everything you currently need and then buy a second or even third $100 motherboard if you ever actually need those future improvements.
Right, but the problem is that by now your $100 new motherboard requires a new CPU and new RAM. Which is very much not $100.
In the past we got away with PCI cards to add features without changing the motherboard, but we still ended up changing everything every 2 years anyway…
Buying whole 2020 era PCs here for around $200 mark. As long as you don't need crazy CPU or GPU grunt, which is most people, they are almost indistinguishable from a new one.
Windows 10 LTSC + Firefox + uBlock Origin on an i5-9400 feels faster than my M4 Pro MBP. Probably same or better on Linux.
> Windows 10 LTSC + Firefox + uBlock Origin on an i5-9400 feels faster than my M4 Pro MBP
I don't remember Win10 being particularly lean (although I'm sure 11 is worse). And the M4 is definitely a much more powerful CPU. Can you not run Firefox and uBO on that? Or have they really weighed things down that much with the OS somehow?
> Probably same or better on Linux.
Even with the Cinnamon desktop environment I can vouch it uses considerably less RAM for just the desktop (ordinary applications are probably about the same) and offers much faster filesystem access by default. I'm sure this is at least partly due to not being weighed down by built-in anti-malware (that would do basically nothing for people who are comfortable using Linux in the first place).
Upgrade my cpu the other day, got a ryzen 5 5600 for ~$100 new, can't complain. Still on my rtx 2060, can't complain either. As long as you don't fall for the 120hz and 4k memes you can easily get by with 2020 hardware indeed.
I plugged a 60hz monitor in at work and discovered I can't ever go back. I need 32" 4k 120hz at least now.
My parents bought a mid-tier PC for $3,000 (in 1995 dollars) and there was still a thriving PC industry at those prices! While things are getting more expensive now (and that sucks) we have had it really good for a long time.
How much money was left to spend on hobbies considering the cost of education and real estate at the time?
Similar boat here, and more than enough for hobbies. The difference between income and housing cost was significantly less.
I mean, if you think about all the motherboard does, and how many layers the PCB has to support all the features such that for a vast majority of users, the only things you need besides the motherboard is a CPU, some RAM, storage (either in M.2 or SATA) and maybe a dGPU, it's wild that it is often the cheapest item in the PC.
I don't really agree with this. Motherboard prices haven't been moved at all by AI.
I would also say that most consumers, who are almost exclusively buying gaming-oriented boards, do not need anything high end. They can pretty much buy the cheapest board available.
I am shopping around for a mini ITX board and the difference between something at $180 and something at $400 is basically one to two faster USB ports, which are pretty much irrelevant on desktop computers, and a few minor conveniences that I imagine most people can do without.
The higher-end chipsets add no discernible advantage and there are no CPUs that are unsupported by the lower end chipsets (on the AMD side, at least).
The high end stuff is just available for people with a lot of money.
I am massively sick of gaming focused boards. I don’t want my board to be “tough” or “mil-spec” or be extra shiny or have fancy-proprietary-auto-overclock. I want a reliable board that complies with all the specs it claims to support. Low idle power consumption would be nice, too.
This is obnoxiously difficult to shop for in the desktop/workstation space.
The PCIe lanes are the worst. You have x16 slots that run x1, you need to check slots with m.2 to make sure an x8 doesn't become x4 if you insert storage. Wait if I plug something into the thunderbolt port my 10g network card runs at half speed? Obviously these are actual physical limitation from PCIe lane counts, but it makes it impossible to search. Just painfull.
Progress, in any meaningful sense, has to mean we are more capable of sustaining ourselves than we were before. Burning down the commons to train and serve a mythomaniac chatbot is not that. The consumer markets that still worked will shrink, and some will die.
Not just motherboards. Cases, PC accessories (fans, etc), consumer SSDs, and more. Cases are especially hard hit, apparently, as they're already quite a low margin business.
Personally, I see little reason to upgrade from my AM4 platform. It's never been easier to hold on to aging hardware with the advent of DLSS stretching older cards further, diminishing returns on the newer gen GPUs, and the 'realism' of video games plateauing.
I should have upgraded my GTX 1060 6GB last year.
Last year I said I should have upgraded my 1060 last year.
I bought it second hand 7 years ago and it is still the same price.
I don't do much gaming, and it runs Immich / etc light inference just fine. One thing I don't regret is getting 32GB of DDR4 when I built the system around the time of the GPU upgrade.
Sometimes you just have to accept the current pricing and buy what you need to buy (assuming you need to buy anything at all).
7 years ago it was the same price, but then again, the last 7 years have involved accelerated inflation. So, the same price is actually a lower price.
If you're looking for a card in the sane $300 area, the Intel ARC B580 (12GB) or the RX 9060XT (8GB) are a reasonable value. If you want 12GB+ from Nvidia or AMD the used market in previous generations is a good place to look: maybe something like a RTX 3060Ti (12GB) or RX6800XT (16GB).
I personally don't think the GPU market is incredibly miserable. Maybe I am just used to the pain or something? Nvidia has a bit of a tax where but something like the RX 9070XT is basically the 3rd fastest gaming GPU money can buy and it's around $700. (I'm not sure why the 5070ti costs $200 more even given Nvidia's software advantages. It performs almost identically it just doesn't make purchase sense)
3060ti only has 8GB, 3080ti has 12GB. That’ll make a difference for prices/comparison.
I invested quite a bit in enterprises level homelab equipment 2020 to 2025 (about 10k). Happy I made it before the big bang. Eg. my SAS he8 drives will last at least till 2035. But what then? I want my children to be free, too.
When investors stop to ponder if they are ever going to see any return on their superhot AI investments, you'll have all the cheap hardware you could ever want.
You cannot be fully free if you're attached to physical goods.
It may sound like pseudo-Buddhist claptrap, but it's also true. Or, I suppose, Fight Club claptrap. It's still true.
The choice is "do you want to participate in society, its benefits and drawbacks". You can't have only one side of that.
What's wild is with all this craziness going on, it is sounding like AMD is bringing back the 5800X3D for another kick at the can. AM4 has got to be one of the greatest platforms to ever exist.
> and the 'realism' of video games plateauing.
I used to think the plateau was here when the Xbox 360 and PS3 came out.
Since we're 10 years on at this point, I feel pretty confident saying the plateau to my eyes landed somewhere between the PS4 in 2013 and Pascal (GeForce 10-series) in 2016.
I've kept playing games and upgrading my GPU every other generation, and they're still fully utilized, but I can't really see where the additional compute and money is going. My biggest visual upgrade during that time was actually going from LED to HDR OLED which is something that requires virtually no additional processing power.
I still think it pretty much was the last major generational upgrade in graphics. An early PS3 game looked night and day better than a late PS2 game. Meanwhile, an early PS4 game looked only marginally better than a late PS3 game, and most PS5 games don't look noticeably better than a PS4 game.
I don't mind that graphics have plateaued, because they aren't the important bit. If anything, I would rather that devs stop trying to chase graphics and make more games with shorter dev cycles.
Texture resolution and shadow resolution do a lot to make a game look better. The big difference between the PlayStation 2 and 3 was the massive jump in texture resolution, shadow resolution and model polygon count. Play Gran Turismo 5 and go look at one of the cars imported from Gran Turismo 4 for a good example. However the PlayStation 2 was capable of some very high polygon count models, as evidenced by Lulu's cutscene model from Final Fantasy X that rivals most PlayStation 3 player models in detail. Those resolution upgrades, the number of objects and not just polygons displayable on screen, and the increase in distance required for low-poly LOD models all made that giant leap possible and very visible. Since then it's mostly been adding camera effects such as depth of field and ambient occlusion that are much less noticeable. Though for those with keen eyes, only in the current generation are there textures without noticeable anti-aliasing effects which came as a result of being able to split the UVs thanks to a higher resolution making small UV faces possible.
> Meanwhile, an early PS4 game looked only marginally better than a late PS3 game, and most PS5 games don't look noticeably better than a PS4 game.
Partially this is because there was usually an overlap in sales for early PS4 and late PS3, etc. if you have to support both console generations, it won’t truly be able to take advantage of the newer gen stuff.
Agreed. I build a system every ten years and I've got 6 years to go. AM4 works great, and I've managed to hoard enough ram and drives to hopefully cover any concerns for the next 4 years. Things work, they are stable, and I feel super lucky for that.
Shortages or not, there's little demand for cool new motherboards and CPUs from the enthusiast corner of the market because hardware platforms themselves are stagnating performance-wise.
13-14gen Intel Cores are still more than enough for your average home gamer, Zen 5 shows only marginal improvement over Zen 4 except for a very narrow range of workloads, getting wider than 128bit memory bus is prohibitively expensive while relatively cheap consumer boxes like Mac Mini run circles around dual-channel DDR5 setups, so on, so forth.
Sure, presenting this as a consequence of AI boom is convenient for a news outlet, but even before the craze both Intel and AMD were dragging their feet.
I'm not buying it. Both the premise and the new motherboard, that is.
I wanted to build a Threadripper 9965WX and the math worked out until DDR5 prices come in to play. Instead I got a used Lenovo P620 5975WX and still had to buy DDR4 from Shenzhen to get anything remotely affordable. The IPC of the Zen5 is a meaningful uplift especially for single thread but it is out of reach.
When RAM and an SSD cost more than an entire system used to it's not surprising to see this.
High end resins and epoxies are in a critical supply shortage right now. I suspect that there are going to be some serious resource driven PCB shortages in the very near future.
Is there an industry newsletter or source where one can read up on this? All I can find is a single article from Reuters.
Is anything not in a shortage?
> Is anything not in a shortage?
Technofascism
The supply-chain disruptions didn't get there yet, but you just wait...
No more tech as all tech components are in short supply, so it'll just become old fashioned fascism.
...no. If anything the GPU situation would cause it to ease up as less low-middle end gets even build
10-12 Months ago I had commented here that people are not realising that AI is going to price us normal people out of computer hardware and we need China to actually reach on parity with node size. And sadly it looks like I was correct in my prediction.
At current prices, Chinese companies could even produce everything possible (~anything but current gen CPUs and GPUs) on slightly older nodes and make a stonking profit while lowering market prices.
China is also short on supply... Capex for these are planned years ahead and just not flexible enough to deal with the supply squeeze right now.
China is famously fast at building things, but maybe not semiconductor factories... especially with long lead times from Western suppliers.
It would unfortunately be considered contraband in the US or tariffed 500%
If only the rest of the world could buy it, it would probably work almost as well (edit: to lower prices in the US). Besides, I'm in the rest of the world ;)
It'll be the same for Canada. We're already seeing satanic panic style action against things like TP-Link networking equipment and Hikvision cameras. Funny how those are a couple of the brands that can run 100% locally without a connection to the internet.
It's an active attack on the Hobbyist space. Qualcomm buying Arduino solidified this idea in my head. They literally want us to own nothing.
Hobbyist equipment is still relatively cheap. You can get previous-gen hardware for formerly current-gen prices, you can run lots of “hobbyist” software on low RAM and no GPU.
It’s bad, but it’s not “literally own nothing”.
Yeah, I'm not sure that fewer people will own computers, I do think people will shift to much longer upgrade cycles.
it just depends on how you define computer.
people will own an increasing number of dumb terminals connected to rented services.
does that reduce the number of computers? well, no..
so, imo : the trick isn't to reduce physical ownership of devices, the trick is to make it so that you need Big Iron in order to do anything.
One way that might be achieved is by forming social and cultural dependence on models so large that no one individual could possibly run them...
The second hand market is going to have much much more lag. But it's very unclear that this is going to sustain indefinitely.
Who cares if Qualcomm owns Arduino. It has never been cheaper to get into embedded computing. You can buy Arduino-compatible STM32 Nucleo boards straight from STMicroelectronics for $15-20, and that's first party. If you're willing to buy third party clones there are boards on AliExpress for $10 or less.
Most things were cheaper last year. But you can still get RP2049 Zero for less than a buck each and run FUZIX. Neat.
Tin foil hat :)
But in a way I do agree with you, I doubt it is as organized as you imply. Yes, companies and governments do not way anyone on a General Computing Device at all. They want to see exactly what content you are viewing and responding to.
Microsoft and Apple have been slowly adding various forms of spyware and locking down what applications you can use. And Cell Phones ? Those are the Holy Grail of what Microsoft and Apple want to move your Laptop/PC to.
Right now Linux and BSD are the only games in town for non-spyware systems. But the new Age Verification Laws seems to be a first attempt to lock-down even Linux :( Since the Linux Foundation is owned by large corporations, I feel that will succeed. For the BSDs ? Right now seems they are flying under the radar.
Why do you doubt this when the rich also have Signal? They meet and talk out of view? The insider trading coming out of Washington?
Why when emails from discovery in labor disputes between google and apple in the 2010s revealed they engage in exactly the sort of manipulation you disbelieve?
Because they own nothing but make believe stocks and life works great for them.
The mega-rich are 100% decoupled from physical reality. May as well treat them more like tribal shaman, priests, preachers, and rabbis.
Just parroting memes the likewise idiot politicians believe are the magic chants that keep gravity itself pulling together the Earth.
"Omg he said the thing! Cut his taxes! Give him welfare!"
Our generation of leaders were raised in a pre-science and information as world. They rely entirely in cult of personality as their meat suit never sees itself engage in the labor it relies on to live. It's well aware intuitively how fucked it is. Must continue to stand in the pulpit!
Why is it that new accounts these days always seem to come out swinging about politics, class warfare, etc?
It might just be frustrated young people. They're getting squeezed real hard by a system that was set up to put them on an impossible trajectory before they were even born.
You can see the divide everywhere. People with lots of money think supply and demand, congestion pricing, etc. are great tools because it doesn't impact them at all compared to people on the bottom. Those are only good solutions if you're not the one falling off the bottom rung of the ladder.
Is it really shocking that people are upset to see the supply of resources being cornered and hoarded by the ultra rich with the most likely outcome being the only way to get access to those goods will be to pay forever?
The possibility of AI becoming a must-have knowledge repository or memory assistant is scary if you couple it with the idea of never being able to own it. How much is your memory worth? What if you can't compete in terms of productivity without having access to AI? What about the people that can't afford the "first month of rent"?
People come in and make angry posts like the GP because they know they're getting disenfranchised and don't have the power to do anything to change it.
I think it’s probably mostly what your sibling comment said, it’s very cheap to sow division and discord now.
I get what you’re saying, and there definitely are people who are angry about the US slipping, and standards of living reverting to the mean a bit, and looking to blame someone. The True Believer came out in the aftermath of WW2 and tried to analyze why it happened, and laid out that the most dangerous group of people aren’t the ones who’ve been poor for a long time, but those who were recently poor, who remembered a more prosperous time. Those people get tremendously angry about it, and represent fertile ground for politicians and motivated groups to plant the seeds of hate.
People need to have some perspective. You’re not permanently locked out of useful AI models, it’s within reach of most who can save a bit to go get a pair of used 3090s on eBay and run some pretty useful models.
> The True Believer came out in the aftermath of WW2 and tried to analyze why it happened, and laid out that the most dangerous group of people aren’t the ones who’ve been poor for a long time, but those who were recently poor, who remembered a more prosperous time.
Is it just people trying to sow division when you're potentially describing an entire upcoming generation?
> People need to have some perspective. You’re not permanently locked out of useful AI models, it’s within reach of most who can save a bit to go get a pair of used 3090s on eBay and run some pretty useful models.
I don’t agree. The current generation of young people can’t afford housing and education without taking on decades of debt. Buying a pair of 3090s for local AI isn’t even on the radar. Even if they could, it’s unlikely they’d be able to make productive use of them. The big AI companies haven’t even scraped the surface when it comes to memory, specialized knowledge, etc..
I see people downvoted my comment and I’m not sure why. I’m not trying to pile on to create drama. I’m trying to explain there’s a growing cohort of people that have a right to be angry because they’re watching global productivity increase as their standard of living is decreasing. Who wouldn’t be upset?
The dangerous part is that people angry about it are easy to sway with propaganda. It’s not the billionaire families colluding to fix food prices, which happened with bread in Canada, it’s the “insert another marginalized group here” that’s causing the problem.
>May as well treat them more like tribal shaman, priests, preachers, and rabbis.
Why associate them with roles that have a degree of positive association and human connection?
Treating them as faeries, vampires, or demons seems more accurate.
Bold claim given all the hate out there for covering up Christian leaders diddling kids, slaughter of Palestinian kids for not being Israeli Jews, and the beheadings and assassinations coming out of Muslim-landia over trite offenses.
I think you conflate informed consent with "brainwashed as children into fealty via allegory of the end times, and threats of violence if they don't comply."
I think treating them as the fae, vampire or demons is sort of insulting. Those creatures are at least bound by supernatural laws and can be negotiated with in some way.
Nah. The first two thirds of the 20th century was the science and information world. Man gained mastery of the skies, the depths of the sea, the void of space, the atom. We were taming diseases and found a way to end hunger. We started building thinking machines. We were playing with the fire of the gods. Science was working miracles on the daily.
It still is, but nobody gives a shit anymore, we are in the financialization and rent-seeker world now.
Now we are just playing with fire.
After the recent run-up, where are prices on a per-performance basis? Back to 2019?
Computers were incredibly more expensive when I was growing up. People bought them anyway.
Is a computer that lasts 5-8 really productive years (and is still serviceable for another 5-7) and costs $1500 really a deal-breaker just because it was $1000 and on sale for $850 a year ago? Even if it doubled again, it still doesn’t price normal people out, IMO.
> Is a computer that lasts 5-8 really productive years (and is still serviceable for another 5-7) and costs $1500 really a deal-breaker just because it was $1000 and on sale for $850 a year ago? Even if it doubled again, it still doesn’t price normal people out, IMO.
Maybe it's different in the US. In Canada, the median income for 25-54 years old was just under $60k / year in 2024. When you're talking about a $3k USD computer, it's pushing 10% or more of the median after tax income. My gut reaction to that is that most people don't even end up with that much disposable income in total, let alone for a single purchase.
HN is skewed with people way at the top end of income earners, especially on a global scale. Imagine getting $30k / year to spend on everything you need and then consider how much $3k on a computer is.
My dad had to take a loan to buy our first computer. Who wants that? It's dumbfounding to see the number of people cheering on backwards progress where we end up where we were 3+ decades ago.
> When you're talking about a $3k USD computer, it's pushing 10% or more of the median after tax income.
If it lasts for 10 years, it's more like 1% of the after tax income of a median individual earner over that period.
I think a computer is clearly valuable enough that people will entirely rationally spend 1% of their income on it if that's what it costs. (I'm not "cheering it on"; I'm just observing and predicting that lots of normal people will still buy computers.)
Computers really aren't that valuable to the average person who already has a smart phone. For everyone else, many probably have a work issued computer, and don't need one at home. The market for high end home hardware is really only gamers and tech workers, and gamers will fall back to closed hardware fast if price/perf pushed them to do it. A big reason PC gaming thrived 2010-2020 was PCs were better on a price/perf basis.
I think your idea of what "normal people" can afford is a bit off. Normal people aren't buying $1500 computers. And they definitely aren't buying $3000 computers.
An 4K Apple ][ cost the equivalent of around $7K when released. A C64 cost the equivalent of around $2K when released. Both were fairly popular and vastly less useful than a computer today.
If the cheapest useful computer ends up costing $3K, it will still be purchased and will still be worth it at around $1/day of useful life.
The C64 sold "between 12.5 and 17 million units" in its lifetime [0], vs. worldwide PC shipments of "71.5 million units in the fourth quarter of 2025." (emphasis mine) [1] It's truly an apples (hehe) to oranges comparison, and in my opinion it only reinforces the point that "normal people" will no longer be able to purchase computers, just like the C64 was not a mainstream product.
[0] https://web.archive.org/web/20160306232450/http://www.pageta... [1] https://www.gartner.com/en/newsroom/press-releases/2026-1-20...
> "normal people" will no longer be able to purchase computers,
Starbucks' revenue was almost $10B in the last quarter. Most people can clearly afford $1/day for something as useful as a computer.
That seems like a false equivalence to me, even if we ignore the fact that only 21% of that revenue came from non-US countries. There are enormous chunks of the world where the local equivalent of $1500 is a life-changing amount of money.
It was nice, in the 90s and 00s when computing hardware's cost was just falling so rapidly. I think it was like what, 1.5x "stuff" each year? Like RAM going 1.5x bigger every 12 months, CPU frequencies increased by that much. Per-unit prices were falling.
Now, per unit costs is rising faster than inflation. The WD HDD I bought in 2017 for $65 real ($49 nominal) is now $95 real, 50% more expensive after inflation.
Trust me when I say my income has not increased by 50% post-inflation since then! (Also … I really should not have checked that number. Needless to say, it's not positive.)
I just looked at some low-end NAS-oriented HDDs. The cost $/TB is 2x similar ones I bought 5 years ago.
That has never before happened in the history of computing, and it violates long-held, fundamental assumptions.
It happened in 2011 when massive flooding in Thailand stopped a huge chunk of global production. Hard drive prices pretty much doubled overnight.
And currently the US government is actively trying to ban chinese hardware from the consumer market [1]. So gonna be real fun.
Maybe we'll get a chinese hardware black market.
[1] https://www.reuters.com/sustainability/boards-policy-regulat...
This is really a two-for-one for the AI companies: they lock up the hardware market for their growth while also making sure no-one can buy hardware to host models locally.
When photosynthesis first appeared, the oxygen it produced poisoned the existing life. Sulfur-breathers basically disappeared. In the geologic record the oxygen shows up as massive layers of iron oxide which we mine and turn into steel now. New things can radically shake up the existing environment, the degree of shakeup is the measure of how radical it is.
It’s the ultimate NIMBYism. The idea is fine but nobody actually wants it when they’re the sulphur breather.
If you really want to see a radical shakeup that would have some very exciting effects, could I interest you in a little Total Atomic Anihilation?
Let's shake up AI by taxing it's profits to ensure nobody in our country goes homeless.
I'm sure the AI shortages are hurting, but also I'm still using my same motherboard from 2020 and I see no reason why I should have to upgrade in the next 2-3 years (whenever I buy my RTX 7070Ti, it might be time, but maybe not even then).
No point in buying motherboards if you can't afford to put any RAM in it.
I guess my hasty purchase meant as only a temporary, times were tight, placeholder Dell Inspiron in 2015 has to do me for another ten years.
hope you're handy with a soldering iron (reflow station?) because eventually the passive components are going to start failing and I don't imagine you'll be able to plug off the shelf components into a Dell
I was looking into self-hosting deekseek v4 pro since frankly cache reads are an absolute scam and they're 90% of the cost, but then I looked at the ROI and it will never pay off fast enough because the hardware will become obsolete faster even if you were running 10 token generation streams 24/7.
The napkin math resulted that renting is around 27 times cheaper than owning (not including power). I think we're really screwed when it comes to having owned access to AI unless intel comes out swinging with a c series card that has 128gb vram so we can run them in a 4x128gb configuration, but seems unlikely since nvidia has a large share in them.
This was calculated expecting around 30tok/s, of course you can get 2-5tok/s much much cheaper, but it's unusable for my workflow.
Ironically the few people not scamming you for cache reads are Deepseek.
Everyone else charges a ridiculous amount but Deepseeks API is $0.003625 / M tok.
I'm surprised no one talks about this because of how significant it is. GPT 5.5 for example costs a ridiculous $0.50 / M tok cached. It's literally almost 140 times cheaper which matters a lot for tool calls.
it's a temporary promo, deepseek will return to only 10x cheaper after.
Yes Deepseek V4 pro is currently on discount.
> The deepseek-v4-pro model is currently offered at a 75% discount, extended until 2026/05/31 15:59 UTC.
However even when the discount ends its still very cheap. It will go back to $0.0145 / M cache hit. That's still 34x cheaper than GPT 5.5.
doesn't matter when subscriptions get cache reads for free, it is only really worth it if it's x340 cheaper otherwise I'd be paying $120 a day, 90% of the cost being cache reads for any top level opensource model.
The only way to profitable serve AI is to have large batch sizes - run 500 requests at the same time.
If you serve a single user you'll never get your electricity price back, nevermind hardware costs.
Would you mind sharing the napkin maths?
Not OP, but basically take GiB/s and divide by 30. You need at least 128GiB to hold the model, too. It's expensive to get 200 GiB/s, very expensive to get 400 GiB/s and above that you are looking at DC-grade GPUs. Multiple, in fact.
AI is simultaneously the reason you can't buy a motherboard and the reason you don't need to build a PC anymore. The industry is eating itself from both ends.
Why don't I need to build a PC? I wanna run some stuff in it.
Don't worry bro, the AI will run your programs for you. It's totally fine trust me bro it'll work with just one more datacenter bro. Then the AI can write your code and run it for you and with just one more datacenter the AI can play your games for you bro. And with just one more datacenter bro the AI can fuck your wife for you
I'm thinking about how I jumped on getting a new PC a little over a year ago anticipating tariffs would balloon prices. Turns out I made the right choice but for the wrong reasons (not like the tariffs are helping either, but just wasn't as big of a factor).
I know it's going to be extremely painful, but the sooner this ridiculous unsustainable AI bubble pops the better off we'll be. The more it inflates the more collateral damage it will cause, and we're probably already looking at 2008 levels of financial chaos.
There are probably multiple goals of AI investment. It's entirely possible that they are deliberately killing the affordability of how personal electronics like home computers are made and will instead replace them with terminals that stream everything to the cloud. You can make a lot more money off consumers if you can turn their entire computing experience into a utility.
What’s the feedback loop that leads to a total financial collapse? This looks much more like dotcom bubble. Everyone knows where the exposure is.
Weren't we supposed to be living in the post-scarcity era?
I assume manufacturers were making enough motherboards in 2025 to fulfill demand, so what happens when the demand is the same but the production is 25% less? Crazy.
Reminds me of how ever since egg prices went to the moon we've all had to give up dessert and subsist on thin gruel for breakfast.
What's that? Egg prices are back down after suppliers cranked up their output? Surely nothing like that is possible with hardware... Personal computing is dead forever...
That’s the issue: ram suppliers have not started building new fabs, which means they expect this demand to be temporary and they’re just going to make a killing on it while they can. It takes years to get a fab up, and they think demand will be gone by then. So that means ridiculous prices now, and if demand doesn’t drop, ridiculous prices until someone thinks the demand will continue for four more years after that moment. Whatever the moment, building for four years out is a risk. So this could last forever.
> SK Hynix to invest about $13 bln in a new South Korea plant to meet AI memory demand
https://www.reuters.com/world/asia-pacific/sk-hynix-invest-a...
> SK Hynix has reportedly broken ground on a new advanced memory packaging facility in West Lafayette, Indiana, that should boost the supply of US-made high-bandwidth memory (HBM)
https://www.theregister.com/on-prem/2026/04/22/sk-hynix-brea...
> Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
https://www.kedglobal.com/korean-chipmakers/newsView/ked2026...
It takes 5 months for a newly-hatched chicken to start laying eggs. It takes 5 years after breaking ground on a new fab to start producing chips.
This will happen eventually but there is a much longer lag for hardware supply than for egg supply so I wouldn’t expect a ton of improvement until late 2027 or even 2028.
Who will be the first motherboard maker to put out a board with 12 slots for legacy RAM?
ASrock have created a "HUDIMM", which is basically a half bandwidth DDR5 DIMM. Basically half the number of chips per DIMM. So kinda a modern day 386SX with its 16 bit bus. Presumably hoping you'll be able get fewer, higher capacity DRAM dice for a competitive price versus a normal DIMM.
On modern systems (all 64 bit AMD, and Intel Core "i" onwards, so quite old now) the memory controller is integrated into the CPU, so what the CPU supports is what you get, and the latest CPUs are DDR5 only. Intel did have a transitional phase of CPUs that can do both DDR4 or 5 depending on motherboard, but AMD it's AM4 = DDR4, AM5 = DDR5.
We are in AI mania right now. I dont think this will continue forever.
It's sad when our best hope is that the pumped economy dumps and tanks all the other industries so we can buy computers again.
Smaller manufacturers will fold, and larger ones will leave the consumer market (like Micron/Crucial did), before the market has a chance to bounce back. If and when it does recover, it will be a market of much fewer choices.
A somewhat comparable historical example is the destruction of the Swiss watch industry in the 70s with the advent of quartz and digital watches.
A Rolex Daytona today is known as a very fancy and even hard-to-get watch. In the 70s they were practically giving them away with other watch purchases because electronic watches were taking their lunch.
The bigger takeaway, I think, is the destruction and folding eventually lead to the Swatch group. People forget Rolex, Omega, et. al. were tool watches that were expensive but fairly attainable. Even into the 90s you could walk into a Rolex store and walk out with the watch you wanted. Nowadays you basically have to buy a watch to prove you're good enough to get the one you want.
I forsee a similar thing happening with computing hardware. There will be a small high-end side industry for non-datacenter customers.
The digital watch user will be renting time for a thin client via a datacenter provider. The wealthy or high status user will be able to purchase the expensive boutique home computing hardware they want.
Computers were like that twice already. That always ends.
The only reason you have those watch brands to mention is because they are non-functional status symbols. People that want a watch buy something else.
The same way, people that want a computer will buy from whoever is actually selling them. Manufacturers that want to sell only to datacenters won't last for long.
Besides watches becoming expensive trinkets, a Rolex Daytona in the 70s was basically the same watch as what you could get from other manufacturers with the same movement inside. Today you have to spend at least 30k to get something comparable to it which is part of the reason that it's in a permanent demand crunch.
hard to tell.
even if volume and hype decreases from the general pop there doesn't seem to be much of a cap on model requirements -- so at least one sector will be pushed into purchases one way or another.
Shortage of ram and ssds, and soon, cpus. Motherboards aren’t selling because theres no point buying a motherboard if you can’t by the ram or ssd it needs.
It’s brutal. I’ve just built a workstation with DDR4 and two-gen old cpu. I paid more for the ddr4 than it originally cost, four years ago. The same amount of ram for the latest motherboard would have been 10x ($10,000). So used DDR4 has gone through the roof, which impacts hobbyists who used to rely on “hand-me-downs”.
15 months ago I saw writing on the wall on several fronts. I suggested my community commit to their buys/builds ASAP and be forward-looking, before things changed.
My high-end HEDT would now be +$2300 to build mostly due to memory and SSD pricing. 96GB of memory going from $430 -> $1800 is wild. One community member literally wouldn’t be able to buy their Mac Mini configuration anymore, plus the self-upgrade SSD would be price hiked.
Where I blanche most is my storage server running TrueNAS. Built it 3.5 years ago, future-proofing in mind. Strong SSD cache layer, plus two spare HDDs as spares. It wasn’t cheap then, but I think between disks, storage, ECC memory, etc. it’s +$7000 now to rebuild it again, +$9000-$10000 on last generation hardware.
Maybe with AI we can finally kill user-owned computing, and make almost everyone renters.
It's really wrong that the common people have access to things like PCs. It leaves a lot of money on the table the corporations can extract, and makes control much harder. PCs should cost at least as much as a car, so only the right people can afford them.
Own nothing and be happy.
Sarcasm aside, yep. There will be three classes: the owned, the owners and the unownable. I aim to be unownable.
There will be two classes: those who are part of the perpetual underclass and those who are not. And 98 percent of the population will be part of it.
There are _already_ two classes:
Those who earn their living from their labor, and those whose income is derived simply by owning things they (often) didn't create themselves and charge for access.
> Those who earn their living from their labor
If any of these people don't work or don't work enough, they undeserving immoral moochers and should be miserable and in pain.
> and those whose income is derived simply by owning things they (often) didn't create themselves and charge for access.
It totally fine if these people never lift a finger in their lives. In fact, they deserve it. NEVER question that. N-E-V-E-R! It's great! Capitalism is great! Capitalism is fair!
The root of most of society's problems right there...
Also the root of most of society in the first place. We would probably not be able to sustain our current standard of living without this horrible system.
> There will be two classes
That confident "will" in that prognosis may ultimately stimulate a consensus "why?" response in the population to explore alternative outcomes ..
Sounds like my kid's friends talking about betas, alphas and sigmas. I think they aim to be sigmas.
i've said something similar, but i shorten it to labour and capital. similar conclusion.
It will be the same two classes there are now and always have been. Those who need to sell their labor and those they sell it to. Class struggle is the only way out. Find some solidarity, you aren't exempt.
How will you do that?
To be owned, someone needs leverage over you or the ability to coerce you.
I spent the last half a century making sure they have no leverage and I am not interested in being coerced.
It's called security.
If you don't care to go into detail, that's fine, but your answer is vague. E.g. do you have a hidden, off-grid, underground lair?
No. I don't need to work. I outright own my accomodation. I have no hard technology dependencies.
if you are on land, you are (or someone is) still paying rent to the government. rent can be raised and you will be evicted if you don't pay.
if you are living mobile, you probably need gas or batteries for warmth or cooling. if your climate is currently comfortable, temperatures can be raised.
or maybe you are a nomad hunting and gathering your own food? the wilderness can be pillaged and sold and "secured" until there's nothing left to eat.
there is no perfect security.