for me RAM is a perfected technology, new buses will come, more speed, but it will fundamentally be the same manufacturing process, same materials. The prospect is that LLMs will keep getting larger, more RAM will be required, and the prices will keep getting higher, or along the curve, while the demand will keep up with it because everything has RAM in it. Do you see a point in the future where the industry forks out of this, and there’s an alternative where the end user is not affected as much from the demand of this resource?
If we’re lucky, maybe there’s a sweet spot where new production for RAM ramps up just as the AI companies run out of money and cancel their orders, and then there’s suddenly a huge surplus of RAM that they need to unload in a hurry lol.
I don’t see that happening, when the bubble pops and the orders are cancelled, the people later in the queue will be brought forward.