I wanted to write this blog post earlier in October but got hung up with work last month. For some reason, work has been crazy lately. So Ed Zitron, Paul from Paul's Hardware, Steve Burke from Gamers Nexus and others beat me to this topic, and Vex, a YouTuber, does a great job explaining it too. Just as I was finishing this, Brennan published I Am Relentless and Undaunted. Go read it. It's worth your time.

So I don't have to make this a long post, sorry, just kidding, it will be very long. I have to get this off my chest and vent. I believe there's a conspiracy here, and it deserves some attention.

I'm putting on my tinfoil hat for this one.

I try not to be a conspiracy theorist, but come on. How can you look at what's happening and not think these shortages and high component prices are being deliberately created? At the heart of it, I believe, is Nvidia and its bottom line. As we've learned from Ed Zitron and Business Insider's reporting, Amazon is sitting on warehouses full of GPUs, and by extension, I suspect there's memory and storage equipment sitting around too. Why? Because some of these data centers aren't ready, and others don't have enough electrical power to operate the equipment. Microsoft has acknowledged similar problems and has pulled back from some planned data center projects. So why are these companies buying billions of dollars in GPUs that could be outdated by the time they're installed?

I have a theory.

I believe Nvidia and major memory manufacturers Samsung, SK Hynix, and Micron may be pressuring companies to take delivery of equipment long before their data centers are ready. Ed Zitron makes the same case, calling it channel stuffing.^[1] They're also prioritizing enterprise AI hardware and leaving consumers fighting over whatever manufacturing capacity is left. I suspect something similar is happening with storage manufacturers like Western Digital, Toshiba, and Seagate.

Look at Micron. After nearly 30 years, it discontinued its Crucial consumer memory and storage business in February 2026. Not because consumers stopped buying RAM and SSDs, but because it wanted to concentrate on larger, more profitable customers.^[2] These companies are making deliberate production decisions, and they know the consequences. Consumers are left paying considerably more for RAM, storage, and graphics cards. Apparently, if you want to upgrade your computer, you might have to sell a kidney to afford it. Meanwhile, these enterprise customers can afford to buy the whole body. And we're supposed to believe there's nothing the manufacturers can do about it. Wink, wink.

If a data center isn't coming online for another two years, why does it need billions of dollars in equipment sitting in warehouses today? Why not schedule deliveries six to nine months before it's ready, or even a year if necessary? I understand semiconductor manufacturing is complicated, but surely these companies can plan for enterprise demand while maintaining reasonable consumer production.

Instead, we're watching this enormous circle of financing, hardware purchases, and advance commitments. Nvidia is also investing in AI companies and helping finance infrastructure that will purchase its own products. Are these enterprise customers being told to take delivery now or risk losing their place in line? We're not forcing anybody to buy anything. We're just making sure you'll have the hardware when you eventually need it. Wink, wink.

And before anyone tells me these companies would never manipulate a market, let's remember some history. Remember Archer Daniels Midland, better known as ADM? In the 1990s, ADM and competing manufacturers were caught secretly fixing prices and dividing up sales of lysine, an additive used in animal feed. ADM pleaded guilty and paid a $100 million criminal fine covering both lysine and a separate citric acid conspiracy. An insider working with the FBI helped expose what was happening.^[3] Samsung and Hynix, now SK Hynix, have already pleaded guilty to fixing DRAM prices. Samsung paid a $300 million criminal fine, and Hynix paid $185 million. Executives also went to prison.^[4] So we're supposed to forget that history and accept that today's shortages are entirely unavoidable? Maybe these companies are making independent decisions. Maybe everything is perfectly legal. But I suspect some learned quite a bit from their previous encounters with antitrust regulators.

Nvidia isn't stopping with GPUs. It invested $5 billion in Intel, entered into partnerships across the industry, and has agreed to acquire Hugging Face, one of the biggest platforms for distributing open AI models. The U.S. Justice Department is already asking questions about that deal.^[5] Nvidia says Hugging Face will remain open to competing hardware. I hope that's true, but I have to wonder how much of the AI industry Nvidia intends to influence. Now look at consumer graphics cards. Nvidia already dominates the market, AMD has pulled back from competing at the very high end, and Intel is putting considerable attention into professional AI graphics hardware. Maybe all this is just a coincidence, but consumers are certainly getting fewer choices at the high end, both price-wise and hardware-wise, with the rumored end of the RTX 5090, which Nvidia denies. And it's not just the 5090. The RTX 5080, which launched at $999, now has listings for $2,000 or more, and Nvidia's own store has quietly pulled it too.^[6] Even Intel's Arc Pro B70, originally priced under $1,000, has appeared at prices exceeding $2,000.^[7] AMD cards haven't escaped the increases either.^[8] These price increases are happening at every rung of the ladder. How is the average consumer supposed to afford this stuff anymore?

I wonder whether we're slowly being pushed toward a future where ordinary consumers aren't expected to own powerful computers anymore. Instead, we're expected to rent computing power from somebody else's data center. Just when I thought this couldn't get any more ridiculous, Sam Altman of OpenAI said something recently that really bothered me. During an interview on the Cheeky Pint podcast, Altman argued that it's “quite terrible” for people to have so much of the world's limited DRAM in personal computers, supposedly being used only 5% of the time. He believes cloud data centers can make better use of that memory.^[9] Really, Sam? Paul from Paul's Hardware had the perfect answer in a recent video: “I feel the same way about Sam's bank account. He's not using all that money all the time, so it should definitely be reallocated to people who will make better use of it.” I heard that and almost fell over laughing, because it's a very apt comparison. Gamers Nexus covered the same interview in its latest HW News episode, and Steve Burke summed it up: “Sam is saying the quiet part out loud.”

The CEO of one of the largest AI companies, whose industry is buying enormous amounts of memory and hardware, suggesting that consumers having RAM in their own computers is an inefficient use of resources. Apparently, it's perfectly fine for billions of dollars in GPUs to sit in warehouses waiting for electricity, but heaven forbid I have 32 or 64 GB of RAM in my own computer that isn't being used every second of the day. What arrogance. My computer belongs to me. I bought it with my own money, and I should be able to use it whenever and however I want. The attitude behind his comments shows an utter lack of understanding of ordinary people. It's a Marie Antoinette, “let them eat cake” moment.

Want to run powerful AI? Subscribe to a cloud service. Want to play games? There's GeForce NOW, Xbox Cloud Gaming, and other services. Why sell consumers powerful hardware when companies can sell it to enterprise customers and charge consumers for ongoing access? In other words, a subscription. Or as Brennan put it, we “will be compelled to rent and lease and borrow.” And look, everybody has agreements with everybody else, so obviously we're encouraging competition. Wink, wink.

Even Apple, with its enormous balance sheet and once-great ability to dictate terms to suppliers, is having problems with rising memory and storage costs.^[10] And Samsung? It competes directly with Apple in smartphones and makes many of the components that go into them. You would think Samsung would have a tremendous advantage right now. But it's chasing the same enterprise AI money, even as higher component costs hurt its own consumer products.^[11]

Apparently, even Macs aren't safe from this AI buying frenzy. According to The Information, OpenAI has purchased tens of thousands of Mac minis and Mac Studios for AI workloads, while Anthropic is reportedly renting Mac minis through Amazon. These are computers meant for consumers, independent developers, and small businesses.^[12]

So now even the computers people could use as alternatives to Nvidia hardware are being purchased in enormous quantities by AI companies. They're all riding this cash cow for everything it's worth. But what happens when the AI financial bubble finally bursts?

Let me make something clear. I don't believe AI itself is going to collapse. I believe demand will continue growing, whether that's local AI or cloud and frontier AI, because AI is useful technology. What I think will collapse is the financial house of cards being built around it. Eventually, Wall Street and private investors are going to demand returns that justify the billions, no trillions at this point being spent on GPUs, memory, storage, and data centers. Some companies won't be able to meet their obligations. Others may be acquired, restructured, or go bankrupt.

And what happens to all that expensive enterprise hardware when the spending slows down or data centers start replacing equipment? I hope consumers get to buy it for pennies on the dollar. If manufacturers want to concentrate on HBM and enterprise hardware, maybe we consumers should learn how to adapt that equipment for our own needs. I'm not talking about removing HBM chips and sticking them into ordinary motherboards. I'm talking about buying retired enterprise GPUs with their memory already attached and adapting them for personal use. Some have 80 GB, 192 GB, or more of high-bandwidth memory. Imagine what we could do with that for local AI. Sure, some will need special cooling, adapters, power supplies, and software support. But people are already figuring this stuff out. Look at what Lon Seidman did with this Tesla V100. Maybe equipment these companies consider obsolete will be perfectly good for the rest of us. And maybe we can stop buying so much new hardware directly from the companies that pushed us aside. Because brand loyalty used to mean something to me. I had it for years. But seeing how these companies treat ordinary consumers is changing my thinking.

Look at Microsoft. After years of complaints about Windows 11, it's finally emphasizing performance, reliability, and improving the user experience. Meanwhile, Linux has become a more practical alternative for gamers, and Macs are attracting people frustrated with Windows. I can't prove this caused Microsoft's changes, but I'd certainly think twice about taking consumers for granted when they have alternatives if I were Microsoft.^[13]

And that's something Nvidia, Samsung, Micron, AMD, Intel, and the others ought to consider. Consumers helped build these companies. They shouldn't assume we'll automatically come back when the enterprise money slows down. Now, before anyone gets the wrong idea, I think AI is great technology, and I want to see it succeed. I actually like OpenAI and what it has made available to ordinary people. That doesn't mean I agree with everything its leadership says or does, especially Altman's comments about RAM.

But I also believe the AI industry has some wrongs to make right. A tremendous amount of copyrighted material has been used to train AI systems, often without the creators' knowledge or permission. You can't simply tell an AI model to unlearn it, but the companies that used people's work without permission should compensate them.

And the same goes for hardware manufacturers. They're making production decisions that are creating or worsening scarcity for ordinary consumers, then expecting us to accept the resulting prices as though nothing could have been done differently. When the financial bubble eventually bursts, I hope we consumers remember who treated us as valued customers and who decided we weren't profitable enough to matter anymore.

Maybe my tinfoil hat is getting a little tight.

But I don't think I'm imagining the consequences of what's happening right in front of us. This is all one big circle of money, financing, hardware, and companies making deals with one another. I'm not against AI. I'm not against companies making money. But I am against consumers being pushed aside while these companies chase profits that may not be sustainable.

The technology isn't the problem. The way the industry is financing it, controlling it, and treating the rest of us is.

And that circle needs to be broken.

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Sources

1. Ed Zitron, Where's Your Ed At, October 20, 2026: AI Had Better Work Out.

   ↩

2. Micron announces its exit from the Crucial consumer business, December 3, 2025.

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3. U.S. Department of Justice, ADM criminal antitrust case, October 15, 1996.

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4. U.S. Department of Justice: Samsung DRAM price-fixing case and Hynix DRAM price-fixing case.

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5. CNBC, October 28, 2026: DOJ questions Nvidia's $12.9 billion Hugging Face deal.

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6. Tom's Hardware, October 30, 2026: Nvidia store quietly pulls the RTX 5080 following RTX 5090 removal. Also Gamers Nexus's coverage.

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7. VideoCardz, October 2026: Intel Arc Pro B70 prices more than double in US, now listed for up to $2,400.

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8. TechPowerUp, October 30, 2026: AMD reportedly plans another Radeon GPU and GDDR6 kit price hike for November.

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9. Tom's Hardware, October 30, 2026: Sam Altman on consumer RAM. Also The Verge's reporting.

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10. MacRumors, September 17, 2026: Apple reportedly accepts even higher RAM and storage prices in 2027.

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11. CNET, October 1, 2026: Samsung raises prices by $100 on most Galaxy S26 phones.

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12. Yahoo Tech, August 31, 2026: Blame AI companies for Mac mini and Mac Studio shortage, reporting The Information's story.

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13. Microsoft, October 15, 2026: What's new in Windows 11.

    ↩

#hardware #opinion #technology

A man named Williams travels into the future but returns without any memories of his experience, despite having prepared to document it.

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Under 1-minute read.

Before Williams went into the future he bought a camera and a tape recording-machine and learned shorthand. That night, when all was ready, we made coffee and put out brandy and glasses against his return.

“Good-bye,” I said. “Don’t stay too long.”

“I won’t,” he answered.

I watched him carefully, and he hardly flickered. He must have made a perfect landing on the very second he had taken off from.

He seemed not a day older; we had expected he might spend several years away.

“Well?”

“Well,” said he, “let’s have some coffee.”

I poured it out, hardly able to contain my impatience. As I gave it to him I said again, “Well?”

“Well, the thing is, I can’t remember.

“Can’t remember? Not a thing?”

He thought for a moment and answered sadly, “Not a thing.”

“But your notes? The camera? The recording-machine?”

The notebook was empty, the indicator of the camera rested at “1” where we had set it, the tape was not even loaded into the recording-machine.

“But good heavens,” I protested, “why? How did it happen? Can you remember nothing at all?”

“I can remember only one thing.”

“What was that?”

“I was shown everything, and I was given the choice whether I should remember it or not after I got back.”

“And you chose not to? But what an extraordinary thing to—”

“Isn’t it?” he said. “One can’t help wondering why.”

Image: Kate Jewell (CC BY-SA 2.0)

#hiltonyoung

Publicat la 17 noiembrie 2017

Dollar Bill Blues, în interpretarea lui Townes Van Zandt, și atmosfera aparent calmă din Hell or High Water (David Mackenzie), în ciuda acțiunii tensionate, mă atrag ca un magnet. Le regăsesc adesea în recomandările YouTube, la secțiunea Listen Again.

Mai demult, mi se întâmpla același lucru cu Extreme Ways (Moby), după ce văzusem The Bourne Identity. Numai că acolo lucrurile se desfășoară într-un ritm cu totul diferit. Acțiunea are viteză, nu glumă! Cel puțin în comparație cu dramele pe care obișnuiesc să le urmăresc.

Together We Will Live Forever, Death Is the Road to Awe, Stay With Me și Xibalba, toate compuse de Clint Mansell pentru coloana sonoră a filmului The Fountain (Darren Aronofsky), m-au condus către un comentariu interesant de pe YouTube.

Autorul lui ne îndemna să nu ne mai îngrijorăm atât pentru viitor și să nu rămânem ancorați în trecut. Să trăim ziua de astăzi, pentru că ea este singura care contează cu adevărat.

Mi-am amintit de un pasaj din Seize the Day, romanul lui Saul Bellow, în care Dr. Tamkin vorbește despre trecut, viitor și importanța prezentului. Ideea este aproape aceeași: trecutul nu ne mai poate ajuta, viitorul ne aduce neliniști, iar singurul moment pe care îl putem trăi cu adevărat este prezentul. Here and now. Seize the day.

Acesta este momentul prezent. Trecutul nu ne folosește la nimic. Viitorul e plin de neliniște. Numai prezentul este real – clipa. Trăiește-ți clipa.


Comentariul făcea trimitere la Kabbalah și la o interesantă teorie despre dualitatea spațio-temporală.

Despre dualitate aș putea spune câte ceva, cel puțin dintr-o perspectivă științifică. Despre Kabbalah, însă, nu știu aproape nimic. Cel puțin deocamdată.

Now I am listening to Together We Will Live Forever.

1. Before, After, Alone by Emma Newman (Planetfall #4.5) by Emma Newman, 161p: This is a short stories collection from the Planetfall series. The stories dive a bit deeper into some characters, giving us some snippets of what they've been up to after events in the books, or within the book’s timeline. But the story that stayed with me the most was “Albert and the Kraken” which doesn't have any of the book’s characters in it.

2. Nettle & Bone by T. Kingfisher, 259p: I enjoyed the found family dynamic in this one and the updated fairy tale vibes. There were some interesting bits, like the scene with the Toothdancer and also Agnes, the fairy Godmother, was great. The challenges in the story were not that hard, and that made the plot very predictable. But overall, it was a fun read, it feels like a cozy spooky read.

3. Scandalous Desires (Maiden Lane #3) by Elizabeth Hoyt, 393p: I did not like this book. The whole plot with the orphan baby and Silence being caught in this forced proximity situation with the pirate hero Mickey O'Connor did not work for me at all. I guess I didn't expect it to have so many sad backstories, from both Mickey and Silence. There is murder and drama and a bit of mystery. I kept reading because I wanted to know who was the Ghost of St Giles, which is revealed at the end. Not sure I will continue the series.

4. Red Team Blues (The Martin Hench Novels #1) by Cory Doctorow, 216p: This was my first fiction book from Cory Doctorow, and I enjoyed it! I struggled a bit with the whole cryptocurrency techno jargon, but I think I got the overall concept. I liked the older main character, Martin Hench, who is a forensic accountant with expertise in money laundering and he knows all the Silicon Valley dirty secrets. I think it was a great techno-thriller that got me out of my comfort zone. I was not ready for a gruesome murder scene in the story, but that did not scared me away. I want to read to the next in the series.

5. How to Focus (Mindfulness Essentials) by Thích Nhất Hạnh, 130p: This book works best with previous knowledge about Buddhism mindfulness. It has super short chapters presenting concepts of meditation and concentration, but it does not take too much time explaining these concepts. There are nice nuggets of wisdom that made me smile. It was nice as a refresher of mindfulness and concentration techniques, but it might be hard to follow without previous knowledge.

#readinglist #books #reading

Je passe la grande majorité de mon temps à travailler. Je ne suis plus sur les réseaux, je ne regarde plus les nouvelles. Je suis, en quelque sorte, hors du monde.

Je ne me compare qu’à moi-même. Je ne vois le monde qu’à travers le prisme que je construis. Je suis en dehors de la horde et même si à première vue cela peut sembler effrayant, cela a ses bienfaits.

À quel moment la solitude devient-elle une souffrance ? La limite n’est pas très claire pour moi.

Lorsque notre vie est en accord avec nos valeurs ? Quand nous arrivons à voir le ciel plutôt que la fange ? Quand notre pourquoi dépasse notre personne ?

J’ai l’opportunité d’avoir un impact sur 24 enfants. Tous les ans. C’est une responsabilité et un honneur incroyable quand on prend un peu de recul.

C’est peut-être ça : vivre en accord avec son moi profond.

Je n’y suis pas encore. Mais j’y travaille.

Today's Game of Choice.

Unless I'm called away, I intend to follow the (5-2) Cleveland Browns vs the (5-2) Pittsburgh Steelers NFL game, with its scheduled start time of Noon Central Time. Go Steelers!

And the adventure continues.

Prayerfully reading the Mass Propers for today, 11/01/2026, All Saints Day.

And the adventure continues.

Stay entertained thanks to our Weekly Tracker giving you next week's Anticipated Movies & Shows, Most Watched & Returning Favorites, and Shows Changes & Popular Trailers.

Anticipated Movies

• ☆ Godzilla Minus Zero
• The Last Temptation of Becky
• Ramayana: Rise of a Legend
• Wild Horse Nine
• Nightborn
• The Cat in the Hat
• I Play Rocky
• Club Kid

Anticipated Shows

• Bass X Machina
• ☆ The Remarried Empress
• The Greatest
• Campus Drivers

Returing Favorites

• The Gilded Age — Season 4
• St. Denis Medical — Season 3
• QI — Season 24
• Stick — Season 2
• All's Fair — Season 2
• ☆ Black Doves — Season 2
• Sweetpea — Season 2
• The Assassin — Season 2
• The Institute — Season 2

Trending Shows Status Changes

• Dead-End Job — Returning Series → Ended
• Bleach — Returning Series → Ended
• The One About Matthew Perry — Returning Series → Ended
• You Maniac — Returning Series → Ended

Most Watched Movies this Week

• new The Dog Stars
• -1 Spider-Man: Brand New Day
• new Verity
• new Ali G: Who Iz I?
• -2 Buddy
• new The Cycle
• -5 Tenzing
• new Clayface
• -5 Hope
• -5 Practical Magic 2

Most Watched Shows this Week

• = VisionQuest
• = MobLand
• +3 Tulsa King
• new South Park
• +2 Dark Matter
• -3 Slow Horses
• new The Terminal List
• new Lupin
• -1 Marshals
• -6 Crystal Lake

Popular Trailers

• history is about to begin. — The Hunger Games: Sunrise on the Reaping
• Tricks and treats that can’t be beat. — The Cat in the Hat
• Anything for her. — Clayface
• Season 7 Episode 2 Teaser — Miraculous: Tales of Ladybug & Cat Noir
• Star-studded. Crafted to perfection. — Wicker
• Wicked Fun — Hexed
• Dark Magic Awaits This Halloween. — Wildwood
• Devil on His Shoulder — VisionQuest
• In Cinemas Now — The Social Reckoning
• The worst cellmate ever has arrived. — Ghost in the Cell

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Hi, I’m Kevin 👋. Product Manager at Trakt and creator of Rippple. If you’d like to support what I'm building, you can download Rippple for Trakt, explore the open source project, or go Trakt VIP.

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