'That's not going to last': Jeff Bezos believes AI will force you to rent your PC from the cloud, and the RAM crisis is accelerating it

Your next PC upgrade might be a subscription

Will expensive RAM change how we code?

Due to shortages, RAM is very expensive right now. And it will probably continue according to (somewhat optimistic) forecasts.

Electricity prices rising by double the rate of inflation. Data center demand means no relief ahead, analysts say

The impact of the AI industry on electricity prices has turned into a major political flashpoint ahead of the midterm elections this November.

Timing Is Everything in the AI Bubble

This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.

Hold on to Your Hardware

A warning about rising prices, vanishing consumer choice, and a future where owning a computer may matter more than ever as hardware, power, and control drift toward data centers and away from people.

GPU Pricing — Live Platform Rates | Vast.ai

Live GPU pricing on Vast.ai. Prices set by supply and demand across 40+ data centers. On-demand, interruptible, or reserved — find the right GPU at the right price.

Spending on AI Is at Epic Levels. Will It Ever Pay Off?

Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.

Why compute might get 10x more expensive in coming years

If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year. That’s 15x today’s spot price.

What Sort of AI Bubble Are We In?

Think broadband. Or, potentially, the 2008 housing market.

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

The Other Bubble

Buried in the 8000 words I wrote last week was a worrying story — that Microsoft considered drastic measures to free up  capacity in its US-based servers for GPUs to power the AI boom. In an email shared with me by a source from earlier this year, Microsoft's senior leadership team

2025.21: The Upheaval Coming for the Internet Economy

The best Stratechery content from the week of May 19, 2025, including AI and the future of the web, slam dunks and moonshots at Google, and OpenAI entering the hardware business.

Big Tech’s A.I. Spending Is Accelerating (Again)

Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.

With the backlash to data centers, Flock and AI glasses, a mass opposition to big tech is underway. Silicon Valley is in denial.

The backlash against data centers is difficult to understand if your salary depends on your not understanding it.

0xSero on Twitter / X

I told y’all this is the move. Heterogenous hardware is the way forward. Large cheap pools of mixed memory + specialized accelerators (Nvidia GPUs, DGX Spark, Cerebras wafers) The next year will be dominated by solutions that split the stack. - 3000$ for a used Mac Studio… https://t.co/zMlScSnJ0X— 0xSero (@0xSero) April 1, 2026