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?
I think the era of personal computing is dying out and remotely hosted software in data centers is superceding it. Even if AI overarching goals of reaching “true AI” fail, the data centers will be repurposed for literally anything else from hosting gaming to professional software to video processing, media, etc… People in rich countries will always be able to build their own personal computer for their own consumption but the people from poor countries are not in that position and will be the primary clients of these data centers.
You’ve got it backwards. Rich countries have the infrastructure for networked solutions.
Developing countries don’t have reliable fast internet or reliable power to rely so heavily on cloud services.
I think most poor countries today are more likely to offer an internet connection that can bearably support cloud services than they are to offer their working people with a good enough income to be able to afford the future price of personal computers.
It’s also to the benefit of their capitalist class to develop internet infrastructure so that’s another motive to actually do it