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?
When the AI bubble pops RAM prices will fall back, but they’ll never be as low as they were before AI. AI is going nowhere, it’s not quite like the Internet but it’s still got its uses. So I think you’ll see RAM prices fluctuate with an overall positive slope after the bubble pops.
The days of cheap RAM are over for the most part.
AI is now hooking into military funding. It is a weapon in itself, and it supports modern traditional weapons. The AI bubble is literally ironclad and safe from popping for alone time to come. (Purely my suspicion, and not based on much evidence, but I wouldn’t bet against it)
The Internet was a bubble, the Internet literally revolutionized how we communicate with each other and is far more of groundbreaking and influential invention than AI.
And the dotcom bubble popped. Just because it’s a bubble doesn’t mean the thing is useless, AI is no different. It will pop, and AI will stay, but the bubble will pop regardless. This is just the nature of shoveling obscene amounts of money into companies promising the next big thing.