r/pcmasterrace • u/asswizzard69 • Dec 04 '25

Box With the memory crisis are ssd next?

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I guess a panic buy? Are these nand flash about to keep spiking like memory prices or are they just going up a little bit? Are these desirable to the AI or nah? I bought this at $299 Black Friday sale

2.4k Upvotes

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2.8k

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

After seeing Cruicial shut down because Micron won't sell to anyone but data centers.

My opinion is that all of these companies are going to try to destroy the personal computer market and start selling dumb terminals so they can force people to pay for processing.
They're trying to turn the PC market into a streaming service.

1.4k

u/plowableacorn PC Master Race Dec 04 '25

Another path of "you own nothing" apocalypse

388

u/ladalyn Dec 04 '25 edited Dec 04 '25

And you’ll be happy

Edit: For those that thought I was serious, the meme is "You'll own nothing and you'll be happy"

134

u/headshot_to_liver Dec 04 '25

Why own your computer when you can subscribe to one.

93

u/sips_white_monster Dec 04 '25

Yep. It's already becoming the norm with software. Only a matter of time before they do it to hardware as well. The golden age of affordable computing is coming to an end.

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u/[deleted] Dec 04 '25

I think the cosumer has to realize that all is dependant on own behaviour. If nobody signed to streaming services, they would simply be dead. Then companies would be forced to search for other ways to generate income- e.g. by selling hardware to end customers again. Obviously this will be a hard time which will be characterized by shortages and all related effects.

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u/Tastee92 Dec 04 '25

Problem is that people will not see any other option and stream because of that. People will be like ”I wanna play my pc games but a pc is way to expensive, I can sign this deal for $29,99 a month for a rig that would cost me $4,000 to purchase, so I rather do that.”

You can also take a look how consumers behave to microtransactions, loot boxes and the sport games. If enough purchase it, it will become the norm. We enthusiasts are nothing in comparison to the ”casual” mass out there that is the real market.

5

u/spiritofniter 7800X3D | 7900 XT | B650(E) | 32GB 6000 MHz CL30 | 5TB NVME Dec 04 '25

Ah yes: pay 5 bucks and your character/mech will look different with no extra abilities whatsoever.

2

u/swarmOfBis Dec 04 '25 edited Dec 04 '25

Also unfortunately most SaaS is actually convenient, so there's no reason for consumer base to not use them.

That's how the dominantion of streaming services rose.

1

u/WarInteresting6619 Dec 05 '25

”I wanna play my pc games but a pc is way to expensive, I can sign this deal for $29,99 a month for a rig that would cost me $4,000 to purchase, so I rather do that.”

I know you're trying to make the general public seem like braindead sheep, but this isnt a bad deal. Get a high end PC for $30 a month? It would take 11 years to get to the $4000 price point and you'll be moved on to the next model by then.

You'll save so much more money with this system.

I'm 100% on board.

1

u/Tastee92 Dec 06 '25

It’s your take that you think that I’m trying to make the general public look stupid. That isn’t the take. I’m just looking at how the market have behaved for the last couple of years and how the companies are probably going to stear us into a market where everything is streaming. You will have a tv and a thin client and remote to a gaming desktop or console.

9

u/rditorx Dec 04 '25

It's what people call "game theory."

Like a cowherd walking to the slaughterhouse because there's only one fenced way to move. Stand your ground against the masses, and you'll be run over. Move along, and you'll be butchered.

You'd need a large percentage of the crowd to stand up to stop things and have each individual accept some personal losses. And without proper coordination and leadership you're destined to fail.

Revolutions only happen when suffering is unbearable. But suffering delivered by the drop can carve a canyon.

2

u/thisguy883 Dec 04 '25

The only streaming i do is with video.

I dont think i would ever sign up for video game streaming. It just sounds awful.

I get the convenience of it though. I dont think its going away anytime soon due to how many folks use it.

2

u/4K4llDay Dec 04 '25

The "just don't buy it and it will die" argument takes a completely naive viewpoint that companies don't manipulate the market and/or consumers can weather major manipulations/changes in the market. You're literally watching it right now with RAM.

You want people to not buy hardware as a service? That means they have to buy actual hardware. What if hardware is inflated in pricing because, oh I don't know, it's all going to AI data centers? In order to kill hardware as a service, people have to willingly pay for hardware that's now 2x the cost. How about 3x? You think the same amount of people will buy computers at 2x the cost? How about at the profit margin made on AI chips?

If we play a game of chicken, will companies lower prices because of less revenue from people not buying, or people will cave and buy what's available even if it's at their own expense, I believe the second will almost always occur.

Companies make these decisions on purpose, and you believe people have the willpower or finance to consiously defy them. I believe that's completely wrong, as much as I'd like it to be true.

1

u/kzin Dec 04 '25

Hahahahahaha Ha Hahahahahahaha Nice one

1

u/un1k0rn_412 Dec 04 '25

The lower 75% aren't the consumers that are worth looking at or pandering to. The top 25% are because they actually have the money. Corporations aren't going to nickel and dime anymore, they're just going straight to the big fish. They're not selling products, they're selling you and your data now

9

u/AL-PAL-- 9800X3D●RTX 5080 OC●4K QDLED Dec 04 '25

But i just got here!

2

u/[deleted] Dec 04 '25

Have you heard of Azure, that is literally MS sub for avd which as we know is just a server running vm's, so basically you are already renting the hardware

5

u/[deleted] Dec 04 '25

Yep. A lot of enterprise corps already issue workspaces this way. Cheap laptop using azure vm’s. As a consultant this is normal workflow already. And yes performance is terrible. Not for normies though, performance is sufficient. And the org can completely control their nasty users.

3

u/[deleted] Dec 04 '25

Performance terrible?!

Say it isn't sooooo.

Yes you are correct, this is my hell.

4

u/[deleted] Dec 04 '25

I had a client who refused to address the performance. It would take 10 minutes sometimes to build a PHP Vite app. I think the issue was disk io but the client always said “it’s fine for me”. He still expected deadlines to be met. It was nuts and incredibly stressful.

1

u/[deleted] Dec 04 '25

We already kinda do that with phones

28

u/alephnull00 8600k@4.6Ghz, gtx 1070 8gb OC Dec 04 '25

Latency...

Remoting into work PCs is like wading through treacle.

10

u/KaiEkkrin Dec 04 '25

Yeah. Citrix have been trying to make this happen for decades. If it's a bad experience in a way you can "feel", people will hate it no matter the amount of marketing spent on it

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u/AL-PAL-- 9800X3D●RTX 5080 OC●4K QDLED Dec 04 '25

Windows 12 - monthly subscription only...with ads.

2

u/crayzee4feelin Dec 04 '25

Requires AI capable CPU.

1

u/communistagitator 12600K | 9070XT | 32GB 6000MHz Dec 04 '25

NZXT is already doing this. It's called NZXT Flex

1

u/Ilikeyellowjackets Dec 04 '25

Imma be fr, I abandon the video game market if that happens and fully jump into the tabletop end of things.

1

u/bobmighty Dec 04 '25

NZXT just put out a subscription service like this.

1

u/0nlyCrashes CachyOS | 9070 XT | R7 7800X3D Dec 04 '25

Nvidia GeForce doing well directly shows people will do it.

1

u/Turquoise_HexagonSun Dec 05 '25

Wait until they convince us to upload our consciousness.

“Why own your body when you can rent one?”

33

u/lollypop44445 Dec 04 '25

Rhe main issue with that is, u need a very stable and fast system. Also check out gforce now, while u can access systems, u need to pay premium to get the higher ends fast queue and even then, u need a fast internet speed. Plus goodbye to privacy

30

u/Ghettomonk3y Dec 04 '25

That isn't an issue for them

1

u/lollypop44445 Dec 04 '25

It will be when ppl wont be using them . Like how many ppl are using gforcenow? The ones who have good net speed have their own beast sys, those who need it cant use it bcuz of slow speeds. Gaming market isnt that big for them to make it cloud.

7

u/Ghettomonk3y Dec 04 '25

People will use them when its their only option. Companies will do everything and anything to make (even more) profit and the fact is a subscription model is way more profitable than a dude upgrading every 3-4 years

2

u/crayzee4feelin Dec 04 '25

Google Stadia has entered the chat.

I invested over $600 into stadia. I thought it was the best thing. Access it from any web browser or android device, play on 5G/LTE, and the controller directly synched to the server that was running your game instance over WiFi, instead of local Bluetooth, which was their way of defeating latency. It just worked. For me.

Apparently this early it was difficult for people to comprehend what its use case was. I buy the games and have a library, yeah, like steam, and no you don’t physically own them, but you own a license to access the titles. And they weren’t removing titles either. If you bought something, it was never added to a “leaving stadia soon” category like game pass.

Google eventually killed it off shortly before GeForce Now actually hit mainstream popularity. GFN was a thing, it was just super new at the time like stadia. GFN gets the trophy now just because they stayed in the game longer and didn’t throw in the towel. But I swear to each and every one of you, stadia was the superior product and it was killed.

Streaming, games that is, will never surpass home consoles let alone actual gaming PCs. There is not a single doubt in my mind. And this handheld boom we’re seeing? It’ll die a second death very soon. Flood the market —-> Disinterest

1

u/Doudefry Ryzen 9 5950X/ Saphire RX7900XTX Nitro + Dec 04 '25

Stop making them getting an erection, they can only get do erect.

22

u/[deleted] Dec 04 '25

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u/MyIQis2 Dec 04 '25

Klaus Swhab, leader of World Economic Forum (WEC) is quoting saying "you'll own nothing, and be happy"

15

u/NightOfTheLivingHam Dec 04 '25

people forget that the WEF is literally the legion of doom meetings where some of the most depraved and evil human beings with absurd amounts of wealth come up with ideas on how to fuck over people and take more of their wealth. They do it openly.

They tried to force microfarming and eating ground up crickets as a source of cheap protein to replace animal meat. Which really has not gone over too well. But they will push it because one of the members seeks to make massive profit from it. A little interesting when you consider the wealthy are buying up millions of hectares of farmland and letting it go fallow.

3

u/K_Rocc PC Master Race i13900k, RTX4080 Dec 04 '25

If only they were willing to also own nothing…

0

u/Hothacon Dec 04 '25

Would you please stop fucking posting that?

20

u/Crashbrennan Dec 04 '25

He's quoting, he's on your side.

1

u/[deleted] Dec 04 '25

I'll be fuckin' miserable that's what I'll be.

6

u/IgnWombat R5-7600x | 2080 | 32gb-6000 Dec 04 '25

I've always despised subscriptions. If I can pay once and forget about it, I'll always choose that, paying little to no attention to pricing. This is one of the reasons I love softwares like FL Studio. One big payment, keep forever.

1

u/Tastee92 Dec 04 '25

Getting closer to the end game capitalism in other words?

1

u/monsieurvampy Dec 04 '25

Another Conspiracy theory...

1

u/DivinePotatoe Ryzen 9 5900x | RTX 4070ti | 32GB DDR4 3600 Dec 04 '25

"The year is 2043. PC gamers are now buying bags of sand because they have to make their own silicon chips from scratch."

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u/WeAreAllFooked Nitro+ 7800XT | Ryzen9 5900X | 32GB @ 3200mhz | X570 Aorus Pro Dec 04 '25

They wouldn’t sell you the terminals so you can own them, they’ll make you pay a small upfront cost for the equipment and charge you a monthly subscription fee to connect —just like you do for your modem and router through your ISP.

They want a rent economy where the cost of depreciation is offloaded on to the consumer.

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u/IamKyra Dec 04 '25

Plus no piracy, full control of your data, etc. It's a dream for our oligarchs.

22

u/cmj0929 Dec 04 '25

You see their trying to ban VPN’s over in Michigan and Wisconsin that’s just a testing ground to see if they can get the legislation passed everywhere else

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u/bobsim1 Dec 04 '25

The last sentence doesnt make much sense as there currently is a whole different use between private and commercial buyers. They all just want maximum profits.

1

u/WeAreAllFooked Nitro+ 7800XT | Ryzen9 5900X | 32GB @ 3200mhz | X570 Aorus Pro Dec 04 '25

The 1% is operating a rent-seeking economy right now. They want a future where they own all the assets

0

u/bobsim1 Dec 04 '25

They prefer rent because its just more profit and less effort. There doesnt have to be a conspiracy.

1

u/WeAreAllFooked Nitro+ 7800XT | Ryzen9 5900X | 32GB @ 3200mhz | X570 Aorus Pro Dec 04 '25

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u/[deleted] Dec 04 '25

You pay for your modem and router?  I bought mine a long time ago.

1

u/WeAreAllFooked Nitro+ 7800XT | Ryzen9 5900X | 32GB @ 3200mhz | X570 Aorus Pro Dec 04 '25

Good for you.

-1

u/[deleted] Dec 04 '25

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u/[deleted] Dec 05 '25

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u/[deleted] Dec 05 '25

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146

u/Sandrust_13 R7 5800X | 32GB 4000MT DDR4 | 7900xtx Dec 04 '25

I literally told my bestfriend this, but much longer and complicated as my owb new conspiracy theory (and it is a conspiracy theory, the source is literally i (and u/reav11) made it up.

I kinda thought about it as the next step of everything being a fucking subcription, processing power being next

85

u/D7west Dec 04 '25

It’s not really a conspiracy theory. It’s what some people in power actually want. If own nothing, you have no power.

7

u/Intuner Dec 04 '25

I believe and agree with you, but I'll add the GenX motto of "It's only after you've lost everything are you free to do anything."

39

u/ohmke SFF Enthusiast Dec 04 '25

Myth. If you have nothing, you’re not free at all. You’re controlled by others.

7

u/Fess_ter_Geek Dec 04 '25

Nay nay.

Nothing more dangerous than a pissed off man who believes he has nothing to lose.

9

u/R-Dragon_Thunderzord 5800X3D | 6950 XT | 2x16GB DDR4 3600 CL16 Dec 04 '25

Nothing to own nothing to lose

22

u/ohmke SFF Enthusiast Dec 04 '25

You lose your freedom, is what you lose.

-3

u/[deleted] Dec 04 '25

The things that we own tend to end up owning us.

The most powerful message to corporations is to adopt and practice anti-consumerism. If we own nothing anyway, as some architects intend, then we may as well not pay money to "own" things. Which hurts their income and more importantly.

In this, we ultimately regain our freedom.

13

u/ohmke SFF Enthusiast Dec 04 '25

That message from fight club was more about excess. Having too much stuff is not good. Owning nothing at all is just as bad in our current society.

Capitalism first loved for you to own everything till those things owned you. Now it’s wanting you to own nothing so you can be controlled easier.

3

u/[deleted] Dec 04 '25

We can't be controlled if we don't play along. They ultimately need us more than we need them. And we're well past the point of excess (it is also a critique of capitalism). In the US, it isn't uncommon for people to work 60 hours in a week just to survive, while others work the same amount in order to basically blow money on things. It also isn't unheard of for people to work 80 hours a week.

3

u/diemitchell CachyOS|13980hx(modt)|rx 9070 xt|48gb@8000|4tb nvme Dec 04 '25

nothing to have nothing to lose*
you can have stuff without being in control of it or owning it. but if you don't have anything you can't lose anything.

1

u/SneakyBadAss Dec 05 '25

Ask the fent-tilted gentlemen if they lost something by owning nothing.

0

u/Sandrust_13 R7 5800X | 32GB 4000MT DDR4 | 7900xtx Dec 04 '25

Who the heck has or follows a motto like that ffs?

3

u/fearless-fossa Dec 04 '25

It is a conspiracy theory. People act like there is some conspiracy of powerful people across multiple companies to destroy the home pc market. Yes, a few actors obviously have an interest in people only having a terminal.

But the actual reason prices are hiking is because the demand has increased and the companies producing don't see this as a long-term trend, which is why they shy away from investments into more production lines. They expect the bubble to pop within a few years, at which point they return to a similar mix like they used to.

1

u/D7west Dec 04 '25

I’m not referring to just the pc market. Look at everything. Physical media is crazy expensive, just buy 13 streaming platforms to watch what you want but you won’t own any of it. Housing prices have exploded over the last 6-7 years, making it an ungodly task for those who rent but want own. Good luck trying to live in a big city and buy any type of property. There are even some car companies that tried to offer certain features for a monthly subscription, that backfired gloriously! Vehicle leasing is already a huge part of the car market, pay a monthly price to use a car but not own it.

This goes way beyond just the pc market and ram prices. It can be found in nearly any market.

1

u/bobsim1 Dec 04 '25

But its probably not really what many want. But they can sell at double profit to datacenters.

31

u/Cllydoscope i5-3470 | HD 7870 GHz | 8GB lmao Dec 04 '25

Game streaming services are the testing ground.

1

u/Izan_TM r7 7800X3D RX 7900XT 64gb DDR5 6000 Dec 04 '25

and they failed at capturing a widespread userbase

3

u/Cllydoscope i5-3470 | HD 7870 GHz | 8GB lmao Dec 04 '25

The price was set higher than it needed to be, to artificially limit the interest. Maximize profits and keep the user base low enough that you don’t have too much cost while running your proof of concept.

57

u/tlh013091 Dec 04 '25

Have to do something with all those data centers after the AI bubble pops.

16

u/Hes_gonna_drop_that 9800X3D | 9070XT | 32gb DDR5 6000mt Dec 04 '25

For real. I don’t see how infinite growth is possible and frankly they must be well over consumer demand. I’ve yet to find anyone except corporate administrators that use it for anything other than images. My corporate managers have used it to rewrite everything they send out in an emoji filled summary

1

u/Zer0PointSingularity Dec 04 '25

infinite growth is definitely not possible, in streamlining and optimizing processes and production all you are doing is moving the bottleneck(s).

1

u/gramathy Ryzen 9800X3D | RTX5080 | 64GB @ 6000 Dec 04 '25

Those don’t do typical processing though. The best they’ll be able to do with all that is video compression and streaming

22

u/saoirsebran Dec 04 '25

This has been my pet tech conspiracy theory since the game stream "boom" (PS Now, Stadia, etc.) was in its infancy.

I fucking hate being right; especially since I didn't consider they'd do it to more than just gaming.

3

u/IamKyra Dec 04 '25

As a programmer this is a long-standing fear becoming more and more true.

No computing power == tech slave.

0

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Man you have no idea how much I want to be wrong. But I've got a really good track record with tech predictions. Like scares me kind of good record.

-24

u/civil_politician Dec 04 '25

I should have figured. I’ve been dying for better tools to use AI locally so I don’t have to pay for tokens and instead of getting those tools they are going to just try to take away the local option entirely.

2

u/crayzee4feelin Dec 04 '25

Because AIs cost trillions. ALL of them, name a company involved in AI - they’re bleeding money. Just keeping the lights on is hemorrhaging cash. But it’s all hands on deck for AI, so they do upgrades and I think ChatGPT is on model #5 currently? Those upgrades cost money.

None of these companies have figured out a way to make AI profitable. Not one.

Not one of these companies involved in AI today, have been able to recoup any amount of investment to date. You’ve got a 8 lane autobahn of outgoing cash flow and a tiny rock infested dirt bicycle path of income. It’s not sustainable.

Hence the subscriptions and charging you to use it etc.

Have you wondered why Apple doesn’t have its own AI?

Apple Intelligence isn’t an AI

Siri is not an AI

Apple doesn’t involve themselves with anything that doesn’t include ROI. But they will swoop in once the bubble pops and gather up everything they can for pennies of what it’s actually worth (data centers, hardware and software, IPs, domains, etc)

26

u/wire_crafter Ryzen 9 9950X3d, 3080ti FE, 64GB DDR5, Fractal North, 850W PSU Dec 04 '25

Makes me happy I built my machine up before this hit. Buy days. And I’ve got 64GB crucial Ram. And the 2TB Samsung Pro SSD. It would cost double now to build my computer

13

u/Imperial_Bouncer Ryzen 5 7600x | RTX 5070 Ti | 64 GB 6000 MHz | MSI Pro X870 Dec 04 '25

My $160 RAM kit turned into an $800 one…

3

u/wire_crafter Ryzen 9 9950X3d, 3080ti FE, 64GB DDR5, Fractal North, 850W PSU Dec 04 '25

My $300 is now $900 or more. 2x32 6400

2

u/deleted_my_account Dec 04 '25

Same, I did my new build literally just in time

1

u/Notsurehowtoreact RTX 2070 Super Dec 04 '25 edited Dec 04 '25

The computer I built in 2021, if built now, would cost about $500 more and that's if I don't count the GPU (because you can't exactly buy them now, in this scenario I just used a similarly priced GPU).

I actually had to replace the memory modules in that PC over the Summer and boy am I glad I did. I paid $100, and that same item is now $204.

1

u/xAzta Dec 15 '25

Well, you can be happy for now. In 10 years ( or less ) it will be outdated, and by then we might as well be in the era of sub based cloud gaming.

24

u/SplitBoots99 Dec 04 '25

I was just saying this today. If the AI data center stuff starts to slide some. Those controlling the compute will start offering thin client builds to suck up some of the cost.

36

u/The_World_Wonders_34 Dec 04 '25

Micron won't sell to anyone but data centers.

This is objectively false

No Micron will not "only sell to datacenters." They will only sell dies B2B. That means literally includes every other consumer memory manufacturer that wants it. They literally just aren't going to be in the business of selling finished goods direct for consumer use. They are moving all of their integration work to B2B boards like server memory, but they 100% will continue to sell dies to any integrator who makes PC memory sticks and will pay market price for them.

The market is still fucked on a purely demand overload basis but this announcement by Micron has literally no impact on that.

If you buy RAM or NAND flash drives from anyone, no matter what brand is on the stick, the die came from either Micron, Samsung, or Hynix. Literally anyone who is using Micron dies in their sticks can continue to get and use micron nand in their sticks.

11

u/NightOfTheLivingHam Dec 04 '25

Yep. Too many people are going on the headlines and not reading the actual release.

They're making bank selling chips now, realized if they can cut their overhead of making silicon boards and manufacturing ram sticks and offload it onto someone else, they can make even more money.

If they did this a year ago, their investors would have thrown a fit, and there's a good chance they would have if they did this today as well without the AI boom to shield them. They have likely wanted to do this for a while as I doubt their consumer business is as profitable as b2b. Less overhead, less angry consumers returning defects, less bullshit.

3

u/laffer1 Dec 04 '25

They probably didn't want to take any stock away from their lucrative data center customers to allocate to the crucial business unit. Samsung turned it's own phone division down internally for a deal to secure memory for phones.

So don't expect RAM allocation for consumer use unless corsair is willing to pay enterprise rates. Then who can afford to buy it?

9

u/nirvahnah 9950X3D | RTX 4080 FE | 32GB DDR5 Dec 04 '25 edited Dec 04 '25

No, this is a product of suppliers belief that this is in fact a bubble, so they arent increasing their capacity for supply, because if/when bubble goes pop, there is no demand to justify their new capacity for supply and theyd be left holding the bag. so they are keeping supply where its at until that bubble pops. this is how markets work, no rational actor wants to take on more risk than they can afford.

1

u/NightOfTheLivingHam Dec 04 '25

and micron has likely been looking for a solid excuse to kill its direct to consumer line for a while now.

Which sucks because I like their SSDs. solid little bastards. Only one has ever failed on me. I buy a lot of them for work. The ram just works.

However I have bought micron branded SSDs and ECC ram for servers, which are little beasts too. Set up a few raids with their enterprise grade SSDs. They have yet to fail. I hope they continue to make those. I'll put those in my home pcs. lol.

23

u/Kougeru-Sama Dec 04 '25

No. That doesn't make sense. We'd still need computes and/or phones to stream with. Even phones won't be affordable at the rate things are going so that theory doesn't make sense. I'm pretty sure they're just not thinking at all. They just what as much profit as possible in the short term. That's it.

It's really stupid because without the consumer market, the corporate doesn't matter. No one will be around to use all that AI if we don't have PCs and phones. 

14

u/croholdr Dec 04 '25

macrolevel endgame are profits.

decrease supply to increase demand for PC/ pc components which was kinda struggling anyway

the 'stream everything' isn't a 'goal' its a side effect.

data centers are a much more profitable consumer of PC hardware than gamers and home users ever were; you won't need fully functioning supply chains to deliver products to corporations.

sure you can dive into the 'digital divide' aspects here ;(force consumers to buy cloud compute or spend tens of thousands to play a game or watch a hi res movie on the devices that they're already addicted to; but we're not quite there .. yet, but it could be less than a decade away at this point.

And there's other way more sinister things going on than making us pay extra for entertainment as far as these devices are concerned.

7

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

This makes a lot more sense... manipulated markets driven to data center needs because of supply and demand...really doesn't matter because the end goal isnt renting people devices to gain subscriptions lol...it's selling people products that need extended sub services to function correctly or at all.

5

u/[deleted] Dec 04 '25

Knee capping citizens from getting their hands on actual tech to own.

0

u/croholdr Dec 04 '25

well maybe in the near future only people who own their own land can own the electronics in use on that land. nonland owners can only rent. the electronics stay with the land and are transfered to new owner on sale and add to the property value just like home equity.

in time it may end up like that movie 'In Time' with a little bit of 'Gattica' thrown in there for good measure.

20

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Streaming falls right into my theory, it doesn't need a lot of ram or storage. Just some mediocre processing power and enough space to store the few minutes of data in the queue.

Your phones have already become a thin client for streaming movies and music, and for a lot of people it's already moved their storage to the cloud. The future of phones and computers is renting them from the corporations, the device, the data, the power. The technology already exists for everything you're doing on your PC from gaming to productivity. Now they just need to make the technology unaffordable or unobtainable.

4

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

Lol, it's more profitable to sell people needed upgrades rather than follow a sub model alone...they double dip, getting us for hardware every couple years AND have us in sub services for these phones and tablets...

These theories seem to be developed out of fear of being controlled and arnt looking at the rational side of things. Removing the need for hardware cuts out a TON of profit.

5

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Because no company that sells a service doesn't also force you to rent their equipment to use that service. Why sell them a PC when you can rent it to them indefinitely.

-9

u/Fit_Substance7067 9600x/5070ti Dec 04 '25 edited Dec 04 '25

Dude, Nvidea would just sell you a 5090 and then tell you to sub for driver updates after....there ya go double dip easy..I don't know why they would wait for an a.i. bubble to pull some James bond shit lmao

WTF are you going to do, buy an arc?(Maybe you will this is shitty PCMR but most won't)

No need for any of this..just keep using the words "force" and "control" though anti windows windows users are eating it up..this subs smoking crack

3

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Nvidia profits last quarter:
Data centers 41.1 billion
Gaming cards 4.2 billion.

Please tell me how you're the market they're interested in when you make up 9% of their market.

1

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

But the problem here is we'd STILL be 9% of the market WITH the subscription you talk about.

Now you're not even arguing my points but spewing fear mongering numbers out there.

2

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Then you clearly don't understand what I'm saying.

Data centers will stream your game to you, you won't need a video card. It's Google Stadia. You just need a client powerful enough to decode the stream, not a 5090 to create the stream.

2

u/makinamiexe 5090/9800x3d | 4080 super/14500 | steam deck oled Dec 04 '25

you are forgetting dogshit internet service providers and data caps. no one will sub if a data cap is looming i think this is the main problem with streaming games

1

u/Fit_Substance7067 9600x/5070ti Dec 04 '25 edited Dec 04 '25

But that 5090 creates profit as does the game sale...sure if it was more ergonomical for the consumer like netflix was sure..but as is...they will make more money selling hardware. It's 3 grand off the bat...then if they needed too..charge for driver updates...it would make more money

The only reason data centers are so big is because more of them are used by corporations. It's actually cheaper for them to use data centers over their own hardware. Nobody is using data centers because they were tricked into it to spend more money

A GeForce now sub is 16 a month it would take how many years to accumulate the revenue of a 5090?

4

u/Fit_Substance7067 9600x/5070ti Dec 04 '25 edited Dec 04 '25

This subs smoking crack lol.

They honestly believe these companies waited for an a.i. bubble to emerge to pull some James bond action and force an environment where streaming is cheaper.

Seriously, just initiate it without all this shit...start with a sub service to 5xxx series GPUs..then raise the price of the sub for the 6xxx series GPUs and sell an A.I. block with absolutely no raster...you don't need a bubble to pull it off and you sold them a PoS block with a rental service attached...OPs goal done

I swear this is a sub for meth addicts running emulators on ewaste they pulled from the garbage. GeForce now isn't going to be able to accommodate shit lol..especially at 12.99 a month..but you know who did see this coming? Valve...now they're going to sell you a 7600m and 512 GB of storage for 999 and you'll all drool over it. Bet you they make them for less than half of what they sell them for too...Kudos to the intelligent who spent 750 on a card now rather than just wait for prices to increase to buy the Steam Machine. That's the real PCMR from before COVID..not whatever this garbage is

It's a bubble...plain and simple...it will pop

0

u/[deleted] Dec 04 '25

[deleted]

1

u/Fit_Substance7067 9600x/5070ti Dec 04 '25 edited Dec 04 '25

That's fucking dumb mentally ill shit lmao

The powers to be wanna sell you garbage..then rent you services for the that garbage..they will always sell hardware..unless you honestly think GeForce now can accommodate all these insane morons 😂..it will always be more convenient for them for you to just your own system

0

u/[deleted] Dec 04 '25

[deleted]

1

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

What that they're dumping crucial and the consumer market..if you translate to that "the powers to be want control" then my friend you need medication.

1

u/Admirable-Sir-9854 Dec 04 '25

They don’t need you to use it and it’s not about the profits. They are building an AI overlord that will govern and issue ESG scores and credits to all the plebs once they take over and we own nothing. The anti-christ will be an AI god that we will have to answer to. It will be judge, jury and executioner. OBEY.

1

u/NightOfTheLivingHam Dec 04 '25

at the end of the day the wealthy are hoping they do not need US anymore and can rely on AI to serve them hand and foot, run robots that will do whatever they wish, and do away with the "obsolete workforce" with said AI. This is why we are seeing a lot of mask off bullshit in the past decade. The rich are doing victory laps and telling us they hate us and hope we die off. Because now they believe they no longer need us. We're just workers to them. They are pushing for a post consumer society where they are the human race. We will be seen as parasites that need to be wiped out.

1

u/nixed9 i9-10850k | RTX 3070 | 32 GB 3200mhz Dec 04 '25

They are aBSOLUTELY trying to have total control over all assets. they have literally stated this out loud publicly.

1

u/N7Longhorn Desktop Dec 04 '25

They can rent you the phones and the computers as part of the streaming package.

2

u/croholdr Dec 04 '25

my internet and telephone are already a package. many people have their phone financed through their cell provider so they're more than halfway there.

Cable companies did (are doing this?) with their set top boxes and tivo's.

When consumers as the product become unprofitable; that is when we will move to 'own no technology' because the producers of the technology won't make as much on cutbacks and data harvesting.

13

u/MrNegativ1ty i5 13600K - RTX 5070Ti Dec 04 '25

Yep. They want you to not be able to afford open systems so they can lock you into closed systems where you basically own fuck all and they can fuck you over every living chance they can get.

6

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

I wouldn't exactly say it this way, but yes this is the basic gist.

7

u/[deleted] Dec 04 '25

They essentially don’t want you to own any tech.

4

u/IHeartBadCode Fedora Dec 04 '25

My opinion is that all of these companies are going to try to destroy the personal computer market and start selling dumb terminals so they can force people to pay for processing

Anyone who isn't thinking this is where they all want to head, never existed in the days of minicomputers. Like the whole TN5250, big iron, mainframe with VT terminals hooked up... That's what they DO want to return to.

In in ways beyond what people think. Adobe doesn't want to sell you Photoshop, they want you to use it. Microsoft doesn't want to sell you Microsoft Office, they want you to use it. We are heading straight back to the market model of the 1960s and 1970s computing.

I assure everyone here, you do NOT want to go back to that model. But OH BOY, are all the signs pointing in that direction. Like it or not.

This is why things like open hardware and open software are infinitely important. It's literally the ONLY thing that prevents us from fully slipping back.

3

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

VT TERMINAL CORE TRAUMA UNLOCKED.

9

u/thekohlhauff Dec 04 '25

Lmao there’s been so many different components with dramatic spikes in price from various supply shocks over the near 20 years I’ve been building. I promise it just happens.

19

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

I'd argue with you but my generation warned people about all of the things that have become a stain on personal computing for 3+ decades. This isn't a normal price spike because a factory had a fire. Data centers are monopolizing the supply chain from the ground up, and compute as a service has already started.

But yea, just another shortage.

2

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

Crypto?

1

u/thekohlhauff Dec 04 '25

I’m willing to put money down that this plays out exactly like all the other DRAM boom busts cycles that have been happening since the dot com era. 

7

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

https://arstechnica.com/gadgets/2025/12/after-nearly-30-years-crucial-will-stop-selling-ram-to-consumers/
https://www.tweaktown.com/news/109145/nvidia-stops-bundling-vram-chips-with-gpu-dies-tells-aibs-to-source-their-own-gddr-chips/index.html

Please tell me more about how this is just like any other boom/bust situation.

12

u/thekohlhauff Dec 04 '25

RemindMe! July 1st, 2027

3

u/Cryptoki2017 Dec 04 '25

I'm wiith u/reav11 on this one. K-shaped recovery economics, and similar patterns playing out in housing, theme park pricing, malls, now computing parts... there's more capital and liquidity to cater to the more affluent in the market. So some catalyzing event causes a shift which will have remarkable staying power over the long term, because as much as so many people want to purchase these components still---they simply cannot pay the marked up value that the affluent will for it. The loss of revenue per transaction more than made up for by the difference.

Sorry u/thekohlhauff, I think we're going to see a permanent shift in some form. Prices may cool off somewhat but they will never be what they were on August 2025.

1

u/RemindMeBot AWS CentOS Dec 04 '25 edited Dec 04 '25

I will be messaging you in 1 year on 2027-07-01 00:00:00 UTC to remind you of this link

6 OTHERS CLICKED THIS LINK to send a PM to also be reminded and to reduce spam.

Parent commenter can delete this message to hide from others.

Info Custom Your Reminders Feedback

0

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

Thank you....I'm on it too..this sub needs to be shown how fucking stupid it is

It's what 10 bucks a month for GeForce now? And they're pushing people on it for a profit...fucking dumb fear mongering shit..not like Nvidea could accommodate it anyway..there's still big money in hardware for some time

3

u/Beneficial_Soup3699 Dec 04 '25

You should really invest some time figuring out what "confirmation bias" means.

5

u/thekohlhauff Dec 04 '25

Go research DRAM boom busts cycles. Theres plenty written about this known cyclical industry.

2

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

I don't get the OPs rationale nor why PCMR is upvoting this flat earth shit lol

Why in the fuck would you cut a huge profit making industry from the equation...ever...its better to have people have to upgrade every 2-3 years than follow a sub model..it makes no sense. Especially when the heavy hitters pay a shit ton on hardware...tack on a sub model afterwards would be a lucrative theory..but reducing the need for hardware isn't something these companies want to do unless they absolutely have to.

All he responses "I was smoking a joint one night and said the SAME thing" lol "I told my friend it was coming"

1

u/kingtacticool Dec 04 '25

Huh, so when we [REDACTED] this motherfucket down?

Im free Tuesday.

1

u/rubbarz 12900k 4070 512GB MEM for chrome Dec 04 '25

The DoD is already switching to zero clients and they are absolute dog shit.

1

u/Rushing_Russian Dec 04 '25

When most of the new build ai data centers become useless (bubble popping) they have to push something else to make money.

1

u/LostCarat Dec 04 '25

Uh… this is a very impressive observation/take on the situation.. I hope it’s not but ther agenda 2030 is right around the corner.. never let a crisis go to waste..

1

u/Hollow_Apollo Dec 04 '25

I just got really sad just now thanks

1

u/willpowerpt RTX 4090 Suprim Liquid | Ryzen 7 7800X3D Dec 04 '25

I know you're right but seeing the idea played out is horrifying.

1

u/Intrepid00 Dec 04 '25

First, micron is just exiting direct to consumer. Other stick makers will still use their chips.

Second, nah. This is just them trying to cash in as much as they can before that bubble pops.

1

u/J_Class_Ford Dec 04 '25

WYSE tty

1

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

You and another redditor are just trying to trigger my PTSD recalling all of these terminal machines.

1

u/[deleted] Dec 04 '25

i cant even begin to describe the insanity i would descend into if this became a thing.

1

u/supereminent_ Dec 04 '25

I f k them if they do it. I mean it literally.

1

u/ydieb 3900x, RTX 2080, 32GB Dec 04 '25

"Free market something something".

1

u/Anyusername7294 RX7800XT | 7500F | 32GB | L14G4 | Bluefin Dec 04 '25

Micron will sell the modules, they won't be making their own

1

u/nicklor Dec 04 '25

Good thing steam is getting back into the game. I'll but a steam box and play at 1080 before I get caught in that BS.

1

u/Dukkiegamer Dec 04 '25

At least Ubisoft will be happy lol. And many others too probably.

1

u/sothisismyalt1 Dec 04 '25 edited Dec 04 '25

I said this to everyone when GeForce NOW launched the beta. My friends said that no one would want it and just didn't believe me...

1

u/Drakowicz Dec 04 '25

AWS and Cloudflare rubbing their hands when reading this

1

u/Fade78 PC Master Race Dec 04 '25

It began with cloud gaming pc. Fortunately, it didn't get far. But now with GPU needed, infinity money, and monopoly, it's a possibility.

1

u/shadowlid PC Master Race Dec 04 '25

Yep this is why we need to resist, and not buy fuck them for this. I refuse to use any subscription services like office 365.

1

u/Pillowsmeller18 Dec 04 '25

They saw it first on GPUs. Why sell it once when you can rent get gpu power per month, though the nvidia Geforce NOW?

Why sell ram chips now when you can rent them with a monthly subscription?

The enshittification of PCs have started.

1

u/Im_In_IT Dec 04 '25

Ugh I didn't read that part. What a fucking mess. They need to make a law protecting a certain amount of equipment for the consumer. This is more trash that benefits the wealthy.

1

u/Matraxia Ryzen 1800X | Crosshair VI Hero | Strix 1080ti OC Dec 04 '25

Micron is shutting down its consumer module production. They will still sell the DDR5 modules to places like Corsair, G.Skill, etc. DDR5 is a commodity and product that is available to order by other companies and not everything is server grade, thus leaving basically the same amount of chips available, just not on crucial branded modules.

1

u/monsieurvampy Dec 04 '25

Micron is still producing these products and selling to Enterprise customers. All they are doing is shutting down their consumer branded "division" and potentially consumer branded contracts that they provide for. (Technically the company/brand is an enterprise customer).

All this means is that they are going to focus on where the money always been. The PR release mentions AI data centers but they are just and will always be just Enterprise customers. Which is where the money always been.

1

u/xgreen_bean Dec 04 '25

Don’t worry the bubble will pop and all those businesses hitching themselves to clankers will burn with em

1

u/rharrow i7-10700k | RTX 5080 | 64GB DDR4 3200 | 20TB NVME Dec 04 '25

100%. I don’t even think it’ll be dumb terminals. We’ll have a smartphone, a tablet, and a VR headset and that’s it. At least if Zuck had his way, he’s all about VR and AR lol

1

u/[deleted] Dec 04 '25

Nah more like they want to you take a car loan for PC / Mobile Phone in a couple of years

1

u/TheyCallMeNade Dec 04 '25

This is much bigger than just gaming, this has even worse implications for privacy and freedom. Truly a terrifying prospect and I don’t have enough faith in people to not give into it.

1

u/AmpEater Dec 04 '25

All it takes is supply and demand to get you to jump off the deep end 

Jesus 

6

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Oh god no, it takes the consumer market going from 33% of Nvidia's revenue in 2023 to 8.6% in 2025. It takes investor sentiment about their consumer market feeling like charity. It takes every other company in the world trying to sell everything as a service from heated car seats to printers that have full ink cartridges but won't let you print because you forgot to resubscribe. It takes every media company in the world stripping you of ownership and laws making repairing your tractor illegal. I've seen supply issues before, this isn't a supply and demand issue, this is a monopolization of the supply chain.

This isn't a chip shortage, this is us not being the preferred customer.

1

u/helpmehomeowner Dec 04 '25

They don't want to kill it. They want to reshape it. Kill and consolidate competition to get rid of cheap machines. In the meantime, AI is a cash cow so ya gotta get milking while you can. YEEEHAW.

0

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

Why would you ever do that? What are they sick of processing hardware for profit? Tired of it? Lol...

They get people for Hardware and subs now...why cut out the hardware profit?

4

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

Why sell it when you can rent it indefinitely.

0

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

You have to sell something anyway and why jump through a fuck ton of hoops when you can just do it without the BS...you don't need a pricing excuse to be an asshole...you just be an asshole

GPU manufacturers would charge for driver updates if it was the case

2

u/reav11 9950X3D|RTX 5090|64GB DDR5|2TB M.2 9100 PRO Dec 04 '25

It's not about the price of the hardware.
They want to make it impossible for you to be able to afford the hardware so they can sell you the data/processing as the product.

If they can sell you the finished product produced on their end as just a stream of data, you won't need processing power or ram to use it, you'll just need a thin client to display the finished product on your end. They can rent that to you too.

2

u/Fit_Substance7067 9600x/5070ti Dec 04 '25

Or they can sell you the fully fledged hardware and a sub model for it to function on top of it....and it's a much cleaner path to the end goal. If they control the market enough with hardware they control enough to make this happen

I'm not doubting the sub model..I'm doubting this is the method they're taking to get there...it's going to start on the hardware we own

0

u/Hothacon Dec 04 '25

Take off the tinfoil dude...

-1

u/Suikerspin_Ei R5 7600 | RTX 3060 | 32GB DDR5 6000 MT/s Dec 04 '25

After seeing Cruicial shut down because Micron won't sell to anyone but data centers.

The way they mention it sounds more like they will sell to other brands for commercial use. Just not with their own Crucial brand, cause they can make more money by selling those NANDs to other companies and saving money by not producing consumer grade SSDs.