

You don’t need the latest Nvidea GPU to self host your own computing. You don’t even need ssds. You arguably don’t even need that much RAM. A ten year old Dell work fine. Are you self hosting your own AI? Probably not. So what? AI is not mature enough that it is a necessity.
Are computing prices coming down? Unlikely before the AI bubble pops. I think we have taken for granted that computing will perpetually improve price/performance. This is not sustainable.











While you are not wrong about these different specialities within the trade, there can still be an effect. Let me illustrate:
Suppose you like bananas but not apples. One day there is an apple disease that kills most of the apple trees leading to a collapse of the apple market. You feel relieved because you don’t eat bananas anyways. But you go to the supermarket and find that not only are the apple shelves empty, the banana shelves are empty too! Why? Well people still gotta eat, and not everyone is as picky as you, they switched to bananas and now the banana market is under supplied too. And it’s not like you can build a banana farm overnight.
Back to electricians, if the salaries of data center electricians increases rapidly, you will find that those electricians who are qualified for both (even if it is just a very small number) might focus on data centres, straining the supply of residential electricians. Just like with banana orchards, it takes time for new electricians to enter the market, and those new hires will further be swayed to the data center specialty first, further straining the residential market.
We can see a real example of this with the price of RAM. RAM manufacturers saw increased demand for data centre RAM so they switched focus to that market and it ended up drying out the consumer side supply, hence the surge in price. And just as with banana plantations and electricians, you can’t start up a RAM fab overnight.