In six months, the market will be absolutely flooded with cheap barely-used RAM.
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And that’s basically it!
And we'll all be too poor to buy it, but then those who caused the issue and used their golden parachute to escape it can buy it up and use it to cause the next bubble.
The RAM that's being produced at scale for parallel computation is HBM, what the capacity is going towards. It's not in the form of DIMMs
you can't take it after it's been used and stick it into a PC's motherboard.
EDIT:
Inside NVIDIA Blackwell Ultra: The Chip Powering the AI Factory Era
Blackwell Ultra doesn’t just scale compute—it scales memory capacity to meet the demands of the largest AI models. With 288 GB of HBM3e per GPU, it offers 3.6x more on-package memory than H100 and 50% more than Blackwell, as shown in Figure 5.
True. So in six months, the market will be flooded with cheap, barely-used "AI" server hardware no one wants, and RAM for PCs will still be stupid expensive, because we live in the stupidest timeline.
Samsung Semiconductor: Buy these exynos chips and put them in your phones
Samsung Electronics: Ok buddy 😊
Samsung Semiconductor: I lost money, raise your phone prices to make up for it
Samsung Electronics: Of course! ✨️💫
Samsung Electronics: I need ram to put in phones Samsung Semiconductor: lol no

