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TarsTarkas
Joined: 20 Dec 2007
Posts: 6215
Location: Virginia, United States
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Posted: Mon Feb 23, 2026 1:53 pm |
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That RAM shortage going to raise PC and laptop costs too.
As to Genshin Impact, looks like a beautiful game, but how does it play. Is it closer to a PC game than a true Mobile game. Like how the PC game X-COM 2, is a fantastic port to a mobile device. So does Genshin Impact have the 'meat' of a PC game, but plays just as good on your Smart Phone or Tablet.
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Greed1914
Joined: 28 Oct 2007
Posts: 5345
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Posted: Mon Feb 23, 2026 1:54 pm |
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Yep, the affect of AI companies taking up the supply is hitting everywhere you look. You now have Western Digital saying that its capacity for regular mechanical hard drives is fully claimed for 2026, and they have companies signing deals for 2027 and even 2028.
Valve is in a position where there probably is no right answer to what to do. Sony had to lock in deals to provide for what it needed to meet sales projections for 2026.
Micron exiting the consumer market entirely in favor of supplying data centers already sent a message that regular customers are too small to matter, but I think we're getting to a point where even companies with millions of dollars to use are also too small to matter in the face of ones that can show up to a supplier and say, "I'll take it all right now."
Even if the increased production comes about when expected, it won't help much, if at all. The manufacturers will want to recover those costs as quickly as possible, and they will know that customers, of both the individual and corporate varieties, will be lining up just to be able to get something.
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Flash33
Joined: 06 Jun 2024
Posts: 144
Location: Florida
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Posted: Tue Feb 24, 2026 12:16 pm |
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| TarsTarkas wrote: | | That RAM shortage going to raise PC and laptop costs too.
As to Genshin Impact, looks like a beautiful game, but how does it play. Is it closer to a PC game than a true Mobile game. Like how the PC game X-COM 2, is a fantastic port to a mobile device. So does Genshin Impact have the 'meat' of a PC game, but plays just as good on your Smart Phone or Tablet. |
I haven't played it on mobile so I can't comment on that but have on PC & on there at least it does feel and play like a PC game in terms of both gameplay & controls. Things can be a bit finnicky & frustrating at times but that's true of most games really and overall I've had no major issues with either, with the English voice acting being solid as well across the board.
Last edited by Flash33 on Tue Feb 24, 2026 1:02 pm; edited 1 time in total
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mdo7
Joined: 23 May 2007
Posts: 8222
Location: Katy, Texas, USA
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Posted: Tue Feb 24, 2026 12:52 pm |
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| TarsTarkas wrote: | | That RAM shortage going to raise PC and laptop costs too.
As to Genshin Impact, looks like a beautiful game, but how does it play. Is it closer to a PC game than a true Mobile game. Like how the PC game X-COM 2, is a fantastic port to a mobile device. So does Genshin Impact have the 'meat' of a PC game, but plays just as good on your Smart Phone or Tablet. |
Yeah I've been watching video from IGN and Digital Foundry, they believe that a PS6 and the next-gen consoles probably won't be announced until I think 2029/2030 due to the massive usage of RAM being used for A.I which is affecting the production and R&D development into new gaming consoles, so the PS5, Xbox Series X/S, and Ninyendo Switch are probably going to be on the market for a bit longer than usual. That's just my thought and assessment.
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Issac Sarrowtail
Joined: 16 May 2011
Posts: 110
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Posted: Tue Feb 24, 2026 3:41 pm |
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| Greed1914 wrote: | |
Micron exiting the consumer market entirely in favor of supplying data centers already sent a message that regular customers are too small to matter, but I think we're getting to a point where even companies with millions of dollars to use are also too small to matter in the face of ones that can show up to a supplier and say, "I'll take it all right now."
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I think the thing that bugs me with all of this and the thing that I'm watching incredibly closely is that with all this energy frothing around in the AI industry.... What happens if the demand suddenly vanishes? Micron is not the type of company to hold on to supply for long periods of time. No corporation wants to do that.
The thing that scared Nintendo really badly during the Wii era was the sudden return of its stock of hardware, mostly from returns. They have had an obsession with controlling supply ever since, because they know that they'll be on the hook if there's ever too much of one thing on the market.
Right now, corporations like Micron are throwing caution to the wind because a bunch of people are rushing their doors with cash in hand and taking every single piece of silicon that they have. But a lot of these purchases are built on loans, which means that's not actual money that's being traded hands, it's basically an IOU with the expectation of wild profit at the end of it. We are already beginning to see that... There isn't much profit (if one can be found) right now. This can't go on forever and that's the thing that scares me the most, because I don't think people are prepared for that.
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Greed1914
Joined: 28 Oct 2007
Posts: 5345
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Posted: Tue Feb 24, 2026 4:00 pm |
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| Issac Sarrowtail wrote: | | Greed1914 wrote: | |
Micron exiting the consumer market entirely in favor of supplying data centers already sent a message that regular customers are too small to matter, but I think we're getting to a point where even companies with millions of dollars to use are also too small to matter in the face of ones that can show up to a supplier and say, "I'll take it all right now."
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I think the thing that bugs me with all of this and the thing that I'm watching incredibly closely is that with all this energy frothing around in the AI industry.... What happens if the demand suddenly vanishes? Micron is not the type of company to hold on to supply for long periods of time. No corporation wants to do that.
The thing that scared Nintendo really badly during the Wii era was the sudden return of its stock of hardware, mostly from returns. They have had an obsession with controlling supply ever since, because they know that they'll be on the hook if there's ever too much of one thing on the market.
Right now, corporations like Micron are throwing caution to the wind because a bunch of people are rushing their doors with cash in hand and taking every single piece of silicon that they have. But a lot of these purchases are built on loans, which means that's not actual money that's being traded hands, it's basically an IOU with the expectation of wild profit at the end of it. We are already beginning to see that... There isn't much profit (if one can be found) right now. This can't go on forever and that's the thing that scares me the most, because I don't think people are prepared for that. |
For sure. One of the concerns around OpenAI is that it is being propped up by investors who it will then later buy from for its needs. It's pretty risky for Nvidia to give them money that it will then have to use to buy parts from Nvidia.
One of the concerns related to what you mentioned is the depreciable life of these parts. Stuff like GPUs get treated as if they are used up after just two years, so will they be replacing all of this stuff that frequently? I'm sure the suppliers would like that, but for a company like OpenAI to be able to keep spending like they have, eventually they'll have to actually make money. Right now, it's being propped up on the hopes that they figure out the answer before the investors finally decide they want some returns.
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