Comment by hedora
2 days ago
Back in the 1990’s everyone had to have a unix workstation for unclear reasons (why not run Linux for < 10% the cost?).
There were crazy bubble economics schemes that meant doomed startups got unix boxes for free.
When the bubble popped, the workstation vendors hit a triple whammy: Inferior $/perf, unlimited used inventory at low prices, and an economic downturn.
The same exact thing is happening now, except the hardware is being jammed into data center models.
Anyway, when the bubble pops, people making affordable consumer stuff will be fine (like this CXMT company).
People that went all-in on firing all non-hyperscaler customers (like micron/crucial) will find they’re building the wrong chips for end-user devices, there is no server market anymore (for a few years), and they have a total addressable market of maybe 1000 distressed companies, globally.
I predict the people making these decisions and destroying their companies to juice Q2 2026 financial outlook numbers will genuinely be surprised when the bankruptcies start.
They wont be allowed to go bankrupt.
great comment. actually reminds me of how intel screwed up with developing the first 64 bit processor, then amd came along with theirs and managed to force intel into compatibility. All these big companies think they're too big to fail until they do. at the end of the day the consumers hold the purchasing power. ignore them at your peril.