Quote from: anan on Today at 09:30:35The sad part is - all of this demand for data-center hardware will tapper out at some point. But the resulting overcapacity might not help regular consumers. Since they will likely have a bunch of enterprise grade hardware and manufacturing lines. That will not be offloaded onto a consumer market that easily.
It all depends on price, HBM was used in consumer gpus before, since it has mostly been in enterprise because there is more profit margins there.
If this bubble bursts and there is an oversupply, we may see HBM in consumer hardware to offload their stock.