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?
Either the AI bubble pops and the demand drops, or the AI industry becomes stable and supply increases.
I’m inclined to bet on the bubble popping. There are real businesses to be built on top of generative AI, but most of the current players have high costs and a long way to go before their revenue comes even close.