HW News - AMD Says AI Definitely, Absolutely Not A Bubble, New Chinese CPUs, RAM Rip-Off Continues
video description
Date: 2025-12-12
Related videos
Comments and reviews: 20
Aotearas
Glorified chatbots and search engines with a tendency to hallucinate with no practical use case apart from flooding the void with white noise whilst a bunch of tech-bros are racing to see who can pur the biggest amount of money into it sure does look lke a bubble.
If it were actual AI research I might be persuaded to care, but 99% isn't. There are some very few and highly specific use cases for the pattern recognition utility of a properly trained algorithm, such as early cancer detection, but that's not what AMD , Nvidia and all these other companies are selling their hardware to and it never could since the bottleneck isn't hardware, it's the training datasets that need to be very carefully curated to increase accuracy and confidence ratings. Oh, and facial recognition software for the kind of authoritarian dipshits like Thiel and his Palantir system.
Whatever it is that tech-bro CEO #439 is shoehorning into their smart coffee machine or firing actual professionals so some LLM can cook up some spaghetti code for dirtcheap until some critical digital infrastructure breaks down isn't AI and never will. Snakeoil salesmen is what the lot of those are at the best of times and a whole bunch of them are way, way worse with what they use it for (intentional misinformation and propaganda goes brrrrrr).
I can't wait for this bubble to pop and it better happen soon so they don't get too far into piling up the ecological damage those vast datacenters are causing.
AHAHAHAHAHAHAHAHAHAHA. And the moment I click on comment I get a pop-up asking if I'm sure I want to post this because community guidelines. This is a prime example what their precious AI is being used for. Y'all better not criticize it. I expect this comment to get auto-deleted ...
reply
Glorified chatbots and search engines with a tendency to hallucinate with no practical use case apart from flooding the void with white noise whilst a bunch of tech-bros are racing to see who can pur the biggest amount of money into it sure does look lke a bubble.
If it were actual AI research I might be persuaded to care, but 99% isn't. There are some very few and highly specific use cases for the pattern recognition utility of a properly trained algorithm, such as early cancer detection, but that's not what AMD , Nvidia and all these other companies are selling their hardware to and it never could since the bottleneck isn't hardware, it's the training datasets that need to be very carefully curated to increase accuracy and confidence ratings. Oh, and facial recognition software for the kind of authoritarian dipshits like Thiel and his Palantir system.
Whatever it is that tech-bro CEO #439 is shoehorning into their smart coffee machine or firing actual professionals so some LLM can cook up some spaghetti code for dirtcheap until some critical digital infrastructure breaks down isn't AI and never will. Snakeoil salesmen is what the lot of those are at the best of times and a whole bunch of them are way, way worse with what they use it for (intentional misinformation and propaganda goes brrrrrr).
I can't wait for this bubble to pop and it better happen soon so they don't get too far into piling up the ecological damage those vast datacenters are causing.
AHAHAHAHAHAHAHAHAHAHA. And the moment I click on comment I get a pop-up asking if I'm sure I want to post this because community guidelines. This is a prime example what their precious AI is being used for. Y'all better not criticize it. I expect this comment to get auto-deleted ...
reply
jamesgodfrey1322
As AI capabilities advance and the operational cost of deploying AI systems declines, enterprises will continue reallocating labor and capital toward automated solutions. Once the marginal cost of AI becomes consistently lower than the marginal cost of human labor for specific tasks, market forces will drive rapid substitution. This transition is rooted in traditional costbenefit analysis, not investor exuberance.
Market Saturation Dynamics Following widespread adoption, the industry will shift from high-growth expansion to a sustained saturation phase. At this point: Incremental AI deployment opportunities diminish.
Revenue growth rates normalize. Stock valuations settle into patterns consistent with mature technology markets rather than speculative boom cycles. Infrastructure Build-Out and Capital Deployment
The path to saturation requires substantial investment in computational infrastructure. This implies a prolonged period of data-center construction, semiconductor demand, and expansion of associated power and cooling capacity. After the initial build-out phase, the industry will likely enter a replacement-cycle equilibrium, similar to other capital-intensive technology markets (e.g., cloud infrastructure, telecommunications).
reply
As AI capabilities advance and the operational cost of deploying AI systems declines, enterprises will continue reallocating labor and capital toward automated solutions. Once the marginal cost of AI becomes consistently lower than the marginal cost of human labor for specific tasks, market forces will drive rapid substitution. This transition is rooted in traditional costbenefit analysis, not investor exuberance.
Market Saturation Dynamics Following widespread adoption, the industry will shift from high-growth expansion to a sustained saturation phase. At this point: Incremental AI deployment opportunities diminish.
Revenue growth rates normalize. Stock valuations settle into patterns consistent with mature technology markets rather than speculative boom cycles. Infrastructure Build-Out and Capital Deployment
The path to saturation requires substantial investment in computational infrastructure. This implies a prolonged period of data-center construction, semiconductor demand, and expansion of associated power and cooling capacity. After the initial build-out phase, the industry will likely enter a replacement-cycle equilibrium, similar to other capital-intensive technology markets (e.g., cloud infrastructure, telecommunications).
reply
Matias-y4o6f
Well, AI is here to stay, but the hype will end at one point. Remember the 3D hype 20 years ago 3D will replace anything, no more photography or video will be needed, a time will come in which everything will be 3D rendered... well that didn't happen, yet 3D technology is still around and used a lot. Similar thing will happen with AI, only that AI has a much broader use case, so yes it's here to stay. But you can see and feel the cracks in the hype already. We'll see what the demand is when the hype is over.
Also holy.... the RAM sticks left unused from my built 2 years ago are worth 4 times the price today. Should I sell them or keep them like gold in case I need another PC
reply
Well, AI is here to stay, but the hype will end at one point. Remember the 3D hype 20 years ago 3D will replace anything, no more photography or video will be needed, a time will come in which everything will be 3D rendered... well that didn't happen, yet 3D technology is still around and used a lot. Similar thing will happen with AI, only that AI has a much broader use case, so yes it's here to stay. But you can see and feel the cracks in the hype already. We'll see what the demand is when the hype is over.
Also holy.... the RAM sticks left unused from my built 2 years ago are worth 4 times the price today. Should I sell them or keep them like gold in case I need another PC
reply
KevinJDildonik
Tulip mania is a myth. If you look at the Wikipedia page, they note that nobody actually lost any money during the pop, it was a bubble on paper only. The whole thing about people eating tulip bulbs and being put to death or whatever was made up by a British guy. If you think about it, actually sounds super racist. Because it is super racist. It's meant to make foreign people sound like idiots.
Yes, this means every economy class you've ever taken, and every economist screaming tulip mania, is perpetuating dumb racist nonsense.
Please stop. AI is absolutely in a bubble. But we won't fix it by spreading nonsense.
reply
Tulip mania is a myth. If you look at the Wikipedia page, they note that nobody actually lost any money during the pop, it was a bubble on paper only. The whole thing about people eating tulip bulbs and being put to death or whatever was made up by a British guy. If you think about it, actually sounds super racist. Because it is super racist. It's meant to make foreign people sound like idiots.
Yes, this means every economy class you've ever taken, and every economist screaming tulip mania, is perpetuating dumb racist nonsense.
Please stop. AI is absolutely in a bubble. But we won't fix it by spreading nonsense.
reply
tclark5481
I don't think AI is a bubble. Will it continue down the path it's been going Probably not, but it's not going away. There's a lot we still need to learn about AI and how to deploy it in the best way. It's like the Dot Com bubble. Sure, there was a crash back in the early 2000s because the financial model was broken. But the Internet didn't go away, and Dot Coms came back even bigger and better. AI isn't going away; we are just scratching the surface right now.
reply
I don't think AI is a bubble. Will it continue down the path it's been going Probably not, but it's not going away. There's a lot we still need to learn about AI and how to deploy it in the best way. It's like the Dot Com bubble. Sure, there was a crash back in the early 2000s because the financial model was broken. But the Internet didn't go away, and Dot Coms came back even bigger and better. AI isn't going away; we are just scratching the surface right now.
reply
ricequackers
What you're seeing here is textbook Dutch Disease. You have one successful industry that is sucking in so much investment and resources that it's causing negative effects for the rest of the economy, and the country becomes more and more dependent on that one industry. It was historically applied to the Netherlands' discovery of the massive Groningen gas field, but instead of oil and gas it's now chatbots that do things poorly
reply
What you're seeing here is textbook Dutch Disease. You have one successful industry that is sucking in so much investment and resources that it's causing negative effects for the rest of the economy, and the country becomes more and more dependent on that one industry. It was historically applied to the Netherlands' discovery of the massive Groningen gas field, but instead of oil and gas it's now chatbots that do things poorly
reply
sleekspeed22
These 2 things are really bad for consumers. Whether on purpose or by accident. AI companies pushing users to use AI in the cloud (subscription not compute we can pay for once and own) and these companies are consuming 40% of wafer supply and driving prices on PC (RAM and GPUs) up so again we can't build a PC we pay for once and own. Let's support truly open source rather than the big AI companies that are hurting us.
reply
These 2 things are really bad for consumers. Whether on purpose or by accident. AI companies pushing users to use AI in the cloud (subscription not compute we can pay for once and own) and these companies are consuming 40% of wafer supply and driving prices on PC (RAM and GPUs) up so again we can't build a PC we pay for once and own. Let's support truly open source rather than the big AI companies that are hurting us.
reply
rodrirm
You can build a PC without a discrete GPU and still be able to work, explore internet, watch movies, listen to music, etc.... you could even get decent gaming perfomance in some titles....
But now you can't build a PC, because RAM is more expensive than the PC itself...
Basically, if this trends continue, we could be watching the end of the PC as we know it. And who knows what could happend to Consoles and SmartPhones.
reply
You can build a PC without a discrete GPU and still be able to work, explore internet, watch movies, listen to music, etc.... you could even get decent gaming perfomance in some titles....
But now you can't build a PC, because RAM is more expensive than the PC itself...
Basically, if this trends continue, we could be watching the end of the PC as we know it. And who knows what could happend to Consoles and SmartPhones.
reply
jamessnow8402
Even for non--AI datacenter customers pricing of RAM has become an issue. We have customers ordering complete servers because the vendor provides discount on these units and not on separate RAM, anymore, resulting in the madness that buying a complete server is cheaper than buying separate RAM. The server is than basically treated as e-waste because the unit gets stripped from RAM and won't be used.
reply
Even for non--AI datacenter customers pricing of RAM has become an issue. We have customers ordering complete servers because the vendor provides discount on these units and not on separate RAM, anymore, resulting in the madness that buying a complete server is cheaper than buying separate RAM. The server is than basically treated as e-waste because the unit gets stripped from RAM and won't be used.
reply
Bobo-ey8fc
Wow Steve! I would think you're up for some journalistic award getting a company to fix such a critical aspect of their case as a typo on the back of the case that no one will see. Thanks Steve! Now when you write scripts for your next few videos could you drop a few more f words in it because Lord knows you haven't had enough lately. It makes you sound so much smarter when you use more.
reply
Wow Steve! I would think you're up for some journalistic award getting a company to fix such a critical aspect of their case as a typo on the back of the case that no one will see. Thanks Steve! Now when you write scripts for your next few videos could you drop a few more f words in it because Lord knows you haven't had enough lately. It makes you sound so much smarter when you use more.
reply
JDGenn
IT's great that China - other than Taiwan - is making CPUs/GPUs. The real question is Who is Steve Jobs :P OK ....real question is 'Do they make DDR5 RAM
-->>My PC Build evaporated when the price went from $2200 to over $3000 due to RAM price increase. So, I didn't buy the 11 other components needed to make a usable machine. Sorry industry. Talk to Altman
reply
IT's great that China - other than Taiwan - is making CPUs/GPUs. The real question is Who is Steve Jobs :P OK ....real question is 'Do they make DDR5 RAM
-->>My PC Build evaporated when the price went from $2200 to over $3000 due to RAM price increase. So, I didn't buy the 11 other components needed to make a usable machine. Sorry industry. Talk to Altman
reply
stevewalker2028
If the USA hands their defence budget to the AI bubble, China's continued rise to global power is inevitable. Xi Jinping has aggressively deprioritised software development in favour of mass manufacturing. WW3 will be won just like WW2, the side who can put men and materiel on the ground will prevail. Read Breakneck by Dan Wang.
reply
If the USA hands their defence budget to the AI bubble, China's continued rise to global power is inevitable. Xi Jinping has aggressively deprioritised software development in favour of mass manufacturing. WW3 will be won just like WW2, the side who can put men and materiel on the ground will prevail. Read Breakneck by Dan Wang.
reply
hvdiv17
I use 16gb of ddr4 on my main gaming pc with linux bazzite and it runs as fast as windows 11 does with ddr5 and you can still play current games with ddr4 ram i also use vivaldi web browser it has zero AI in it.
The more they push for AI the more i want to get away from it thats why i use linux and vivaldi they have zero AI.
reply
I use 16gb of ddr4 on my main gaming pc with linux bazzite and it runs as fast as windows 11 does with ddr5 and you can still play current games with ddr4 ram i also use vivaldi web browser it has zero AI in it.
The more they push for AI the more i want to get away from it thats why i use linux and vivaldi they have zero AI.
reply
miltonmilton5695
With gamers in mind. they say. I don't think Microslop has ever had 'gamers in mind' when it came to their XBox brand; more like 'with stockholders in mind'. So glad to see XBox crashing and burning. Been waiting damn near 25 years to see it. How bad does it sting to see your boy Master Chief on the Sony ship now lol
reply
With gamers in mind. they say. I don't think Microslop has ever had 'gamers in mind' when it came to their XBox brand; more like 'with stockholders in mind'. So glad to see XBox crashing and burning. Been waiting damn near 25 years to see it. How bad does it sting to see your boy Master Chief on the Sony ship now lol
reply
JamesAlternam
You have to assume says Lisa.
No, we don’t have to assume anything.
We saw the richest man in the world deliberately tank his company for some vague political goal.
We don’t ever have to assume corporate leaders know what they’re doing.
In fact, we should assume the opposite until they prove otherwise.
reply
You have to assume says Lisa.
No, we don’t have to assume anything.
We saw the richest man in the world deliberately tank his company for some vague political goal.
We don’t ever have to assume corporate leaders know what they’re doing.
In fact, we should assume the opposite until they prove otherwise.
reply
Loop_Kat
You have to assume that the people who are running these companies are, um, you know, very rational, smart people
Me trying to reassure myself while I wait at the local lemonade stand with increasing levels of anxiety as the toddler who just took my money gets distracted by a butterfly and almost runs into the street
reply
You have to assume that the people who are running these companies are, um, you know, very rational, smart people
Me trying to reassure myself while I wait at the local lemonade stand with increasing levels of anxiety as the toddler who just took my money gets distracted by a butterfly and almost runs into the street
reply
Cidriel
tech companies need to realize that in order for consumers to benefit from AI, we need products that can like. access them. I don't think anyone is going to be able to run Midjourney on an Etch-A-Sketch, or ask Claude on their TI-82. (note: this is not a challenge to make this happen, don't you fricking dare.)
reply
tech companies need to realize that in order for consumers to benefit from AI, we need products that can like. access them. I don't think anyone is going to be able to run Midjourney on an Etch-A-Sketch, or ask Claude on their TI-82. (note: this is not a challenge to make this happen, don't you fricking dare.)
reply
gamersnexus
11:51 I think there really is real demand from the standpoint of there are so many more things we would want to do if there was more computing capability out there. Like replacing more and more workers with AI, mass surveillance to crush dissent, and generating ever more convincing misinformation.
reply
11:51 I think there really is real demand from the standpoint of there are so many more things we would want to do if there was more computing capability out there. Like replacing more and more workers with AI, mass surveillance to crush dissent, and generating ever more convincing misinformation.
reply
joeschmoe5009
Weird thing with the xbox crocs, you didnt mention it, cuz i doubt anyone but me noticed, they have the Right Bumper on the right foot, and the Left Bumper on the left foot, but only 1 bumper on each foot, yet full top controller layouts on each foot Really weird styling that doesnt make sense
reply
Weird thing with the xbox crocs, you didnt mention it, cuz i doubt anyone but me noticed, they have the Right Bumper on the right foot, and the Left Bumper on the left foot, but only 1 bumper on each foot, yet full top controller layouts on each foot Really weird styling that doesnt make sense
reply
bigdummy82
People used to stand in line for 12 hours waiting for doors to open on Black Friday. There used to be real deals, there used to be fist fights, there used to be deaths....we USED to be a proper country. Look what we've become now...FOR SHAME!
Also the Microsoft skit at 18:52 is top-tier
reply
People used to stand in line for 12 hours waiting for doors to open on Black Friday. There used to be real deals, there used to be fist fights, there used to be deaths....we USED to be a proper country. Look what we've become now...FOR SHAME!
Also the Microsoft skit at 18:52 is top-tier
reply
Add a review, comment
Other channel videos
