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Is there an end to the RAM crisis?
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Either the AI bubble pops and the demand drops, or the AI industry becomes stable and supply increases.
I'm inclined to bet on the bubble popping. There are real businesses to be built on top of generative AI, but most of the current players have high costs and a long way to go before their revenue comes even close.
The bubble popping will be the point where ai companies have to charge what it costs to run these huge models.