... they can force them and they will - I think it is telling that they are beginning to consider extracting software rents, which could indicate they are beginning to prepare for some lack of sustainability in hardware sales - though right now they cannot make them fast enough, 'em chips.-
Not that I necessarily agree with their rationale, but you're framing it differently.
> Lack of sustainability in hardware sales
Doesn't necessarily imply competitors will be eating market share, it can imply the market will shrink. e.g. data center commitments and AI dries up. Or, it can imply hardware development will slow or become "good enough" and slow sales of latest and greatest.
Totally agree, and was more my thinking: Commitment weakening (we are seeing signs of that overall, I believe) and to some degree hardware being sufficient (baring some qualitative paradigm shift ...).-
[–] Bluestein 3 days ago
[–] vkaku 3 days ago
[–] saintfire 3 days ago
> Lack of sustainability in hardware sales
Doesn't necessarily imply competitors will be eating market share, it can imply the market will shrink. e.g. data center commitments and AI dries up. Or, it can imply hardware development will slow or become "good enough" and slow sales of latest and greatest.
[–] Bluestein 3 days ago