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Yeah not just purely consumer manufacturers, some of the business manufacturers as well. Just the other day I got a newsletter from HPE with the subject "HPE Supply Constraints Update" which was pretty shocking tbh. They are changing the way quotes work and reserve the right to change prices at any moment for longer running orders. And they reserve the right to cancel any order at any time for whatever reason to "provide maximum flexibility in these unprecedented times". They also point to HPE Financial Services and their refurb products.
Many companies are hurting hard, prices fluctuate too much for them to react to properly. For 2026 many of the models were already built or the hardware required reserved, but as those run out this year, it will be hard for them to have any kind of 2027 line-up. A lot of people in the industry are fearing the entire thing might collapse somewhere this year or next year.
With all those huge orders for servers and datacenters, a lot of the regular supply chain is bypassed, so nobody is making any money on that except for a select few companies (for example Nvidia and Foxconn). At the same time there is little to none availability for either finished products or the raw materials (mainly chips and copper) to build new stuff.
Every tech bro is middle aged. AI is their midlife crisis. They are willing to burn the world to the ground for a chance to live forever. Police state cementing their power and ridding themselves of the middle class are just perks.
As far as I know every major AI company has trans humanists roots.. Every tech bro is drinking some form of the TESCREAL KOOL aid.
Listen to the NYT interview with Peter Thiel where he proclaims Full Trans as in transhuman is good. It's only half trans as in transsexual that is bad. In the same interview he hesitates to answer whether the total extinction of the human race would be a bad thing.
None of this is hidden and they really aren't shy about saying it.
Here is a link to the Thiel interview. https://sfl.media/peter-thiels-complete-interview-with-the-new-york-times/
Cisco sent out a similar email, and I know firsthand Supermicro is doing the same as we've already had a huge order get a price increase AFTER placing it, and we fully expect to see another one before the whole thing ships. It's a shit show right now.