I don’t think it’s going to be an overnight thing, It will start voluntarily, as the price equation shifts. the complications wasn’t worth the savings when office PCs were 1500 a pop, but what about when they are 3000 a pop and projected to hit 5000 next year. After more of them make the switch… then say an announcement can happen that microsoft is lessening it’s support for on prem servers and workstations, patches will be less frequent. and now it’s a risk assessment as well.
I dont understand the reasoning behind people seem to think prices for components will climb for ever and ever without generating more supply. if RAM becomes obscenely profitable for long enough others will get in on the act and produce their own to get some of those profits. The only reason people arent yet is that everyone thinks there is a bubble pop coming down the pipe (me included).
so the two options are:
Bubble pops-demand from hyperscalers vanishes, prices collapse
Bubble doesn’t pop, more supply comes online due to pent up demand, prices stabilize then come down over time
Neither involve cyberpunk dystopias of cackling supervillians monopolizing PCs
“Your company data is safe when using our virtual computers.” *Wink
And you all think all those companies will just fold their cards and go with it? I don’t buy that.
I don’t think it’s going to be an overnight thing, It will start voluntarily, as the price equation shifts. the complications wasn’t worth the savings when office PCs were 1500 a pop, but what about when they are 3000 a pop and projected to hit 5000 next year. After more of them make the switch… then say an announcement can happen that microsoft is lessening it’s support for on prem servers and workstations, patches will be less frequent. and now it’s a risk assessment as well.
I dont understand the reasoning behind people seem to think prices for components will climb for ever and ever without generating more supply. if RAM becomes obscenely profitable for long enough others will get in on the act and produce their own to get some of those profits. The only reason people arent yet is that everyone thinks there is a bubble pop coming down the pipe (me included).
so the two options are:
Bubble pops-demand from hyperscalers vanishes, prices collapse
Bubble doesn’t pop, more supply comes online due to pent up demand, prices stabilize then come down over time
Neither involve cyberpunk dystopias of cackling supervillians monopolizing PCs