People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don't really see demand collapsing.

Initially sure, but same thing happened with solar and EVs too. Eventually they hit the export phase, and then everybody gets to enjoy the treats.

The fact that you wrote "some" perfectly illustrates my point, it's not normal. It doesn't mean those usages aren't important, just not typical.

It just means I wasn't sure my example (4x games) was completely right

Uhm excuse me that's overcapacity. Europe has to ban CXMT products.

They will once daddy tells them to.

Did a quick search and "Most games required more than 16GB RAM ONLY if the game was played at 4k or 8k resolution. Usually between 16-25GB RAM" https://laptopstudy.com/ram-usage-games/ so I would argue that's not a typical usage.

Hosting an accurate AI locally typically takes 24GB of VRAM. Not having sufficient VRAM makes you reliant on remote models as a paid service. You pay many more times for tokens what you could pay for RAM just once for limitless tokens.

Same, that's not a normal usage. Spending a lot of time on Lemmy/Reddit/HackerNews tech community might lead to believe running a local modal is normal but very few people do. When they do it's typically on GPUs or Mac precisely for their unified memory architecture... but it's not a normal setup even for gamers. Also typically it's to tinker locally and learn from than actually productivity. I'm repeating here, I'm not saying it's not an interesting use case for some, just not what most people do.

i feel the pain.
yet i am cautiously optimistic .