Rising consumer hardware costs (DRAM, SSDs) plus concentrated cloud economies (gaming, Windows‑as‑a‑service experiments) are tilting the desktop‑vs‑cloud economics toward centrally hosted, rented PC instances. If local component scarcity persists, vendor and platform bundles (console/cloud gaming, Windows 365‑style desktops) can become the financially rational default for many users and enterprises.
— A move from owned personal computers to rented cloud PCs would shift industry structure (platform lock‑in, antitrust levers), privacy and data‑sovereignty debates, energy and grid planning, and who captures value from consumer computing.
msmash
2026.01.14
100% relevant
Bezos’s anecdote and public pitch; Micron’s exit from consumer DRAM; OEM price increases (Dell, ASUS); steady growth of cloud gaming and the earlier Windows 365 consumer pause referenced in the article.
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