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 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