One of the reasonable things with “free” markets is that manufactures are just going to keep making RAM, year after year. So these AI data centers have to keep purchasing the bulk of new RAM in perpetuity til the end of time OR eventually the dam will break and they lose control. I put my bet on the second option.
One of the reasonable things with “free” markets is that manufactures are just going to keep making RAM, year after year. So these AI data centers have to keep purchasing the bulk of new RAM in perpetuity til the end of time OR eventually the dam will break and they lose control. I put my bet on the second option.