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A comment on AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention. Parent comment

Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by aurareturn on Tuesday January 06, 2026 @07:44AM (#46511551) 

  Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services?
No if we're in a working free market. Companies will see the rising prices and start making more of those things, bringing prices back down.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by JustFinishedBSG on Tuesday January 06, 2026 @07:54AM (#46511631)
How, when foundries are a natural monopoly? How can you realistically create a startup to build a multibillion / multi year fab ?
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by immibis on Tuesday January 06, 2026 @07:57AM (#46511663)
Same way you can create a startup to build a multibillion dollar data center presumably.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by grim_io on Tuesday January 06, 2026 @08:02AM (#46511711)
I don't think that laying bricks and operating a crane is on the same level(or universe) of complexity as making and operating high-end semiconductor machines.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by aurareturn on Wednesday January 07, 2026 @04:51AM (#46524472)
There are 3 foundries capable: Samsung, Intel, and TSMC. Companies can contract out some to Samsung and Intel. TSMC can (and is) build more fabs.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by oliwary on Tuesday January 06, 2026 @07:49AM (#46511586)
Ideally. Companies may also be hesitant to invest in expanding production capacity if they assume this is a bubble though.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by zozbot234 on Tuesday January 06, 2026 @07:56AM (#46511657)
Companies are always slow to expand production capacity. It takes time to react to unforeseen shifts in the market - but once it does happen, the scale can be quite huge.
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by MSFT_Edging on Tuesday January 06, 2026 @08:20AM (#46511878)
(Who's gonna tell him)
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by rfrey on Tuesday January 06, 2026 @09:10AM (#46512440)
Tell him what? Why don't you start?
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Re:AWS raises GPU prices 15% on a Saturday, hopes you weren'... by MSFT_Edging on Tuesday January 06, 2026 @12:44PM (#46515686)
The free market as described is imaginary. Large companies due to their size hold a lot of power, and can use a mix of regulatory capture and monopolies to make better ideas financially infeasible to bring to light.
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