If it bursts we’ll get a lot of data centers looking for something to do. And RAM prices will come down but … What’s causing the bottle neck right now is that your average RAM factory needs a couple of years from designed to built to working. So the supply is limited right now while the demand is high. While us end users can’t use the data center gear, in a pinch they could use ours. So the bottle neck gets tighter. So if the bubble collapses, supply will increase and that will bring prices down. If it bursts about two years from now, all the hastily built RAM factories will churn out cheap RAM. But none of this is guaranteed, not the busting and not the dead cheap prices. Because the demand for RAM will not drop off a cliff, it will most likely decrease slowly. All this processing power in post-burst idle data centers will find a way to be used - with what I do not know. There will still be a higher demand for RAM compared to pre-ChatGPT times. So RAM will not flood the market, we will just return to a relative equilibrium of the market.
If it bursts we’ll get a lot of data centers looking for something to do. And RAM prices will come down but … What’s causing the bottle neck right now is that your average RAM factory needs a couple of years from designed to built to working. So the supply is limited right now while the demand is high. While us end users can’t use the data center gear, in a pinch they could use ours. So the bottle neck gets tighter. So if the bubble collapses, supply will increase and that will bring prices down. If it bursts about two years from now, all the hastily built RAM factories will churn out cheap RAM. But none of this is guaranteed, not the busting and not the dead cheap prices. Because the demand for RAM will not drop off a cliff, it will most likely decrease slowly. All this processing power in post-burst idle data centers will find a way to be used - with what I do not know. There will still be a higher demand for RAM compared to pre-ChatGPT times. So RAM will not flood the market, we will just return to a relative equilibrium of the market.