The race to dominate artificial intelligence has unleashed a perfect storm in the semiconductor market. Demand for GPUs and HBM memory has skyrocketed, while Europe, lacking its own advanced factories, depends on Asian imports. The result is a price increase that affects developers and hardware enthusiasts, making any project more expensive.
Impact on development: memory and GPU shortage 🚨
For a developer, setting up a local AI system has become prohibitively expensive. RTX 4090s are doubling their list price, and high-frequency DDR5 is scarce. Dependence on TSMC and Samsung for 4nm nodes strangles supply. Meanwhile, the EU is pushing the Chips Act, but its effects will take years. The alternative is renting cloud computing power, although recurring costs are relentless.
European solution: using an abacus with WiFi connection 😅
Faced with the chip shortage, the European Commission proposes optimizing resources. Translation: go buy a PC with a GTX 1060 and pray. Meanwhile, server manufacturers fight over every wafer, and overclocking enthusiasts look enviously at data center PCs. At least, if you can't train an AI, you can always use one to write you a poem about your sad wallet.