I dont understand the reasoning behind people seem to think prices for components will climb for ever and ever without generating more supply. if RAM becomes obscenely profitable for long enough others will get in on the act and produce their own to get some of those profits. The only reason people arent yet is that everyone thinks there is a bubble pop coming down the pipe (me included).
so the two options are:
Bubble pops-demand from hyperscalers vanishes, prices collapse
Bubble doesn’t pop, more supply comes online due to pent up demand, prices stabilize then come down over time
Neither involve cyberpunk dystopias of cackling supervillians monopolizing PCs
I dont understand the reasoning behind people seem to think prices for components will climb for ever and ever without generating more supply. if RAM becomes obscenely profitable for long enough others will get in on the act and produce their own to get some of those profits. The only reason people arent yet is that everyone thinks there is a bubble pop coming down the pipe (me included).
so the two options are:
Bubble pops-demand from hyperscalers vanishes, prices collapse
Bubble doesn’t pop, more supply comes online due to pent up demand, prices stabilize then come down over time
Neither involve cyberpunk dystopias of cackling supervillians monopolizing PCs