When the AI bubble pops RAM prices will fall back, but they'll never be as low as they were before AI. AI is going nowhere, it's not quite like the Internet but it's still got its uses. So I think you'll see RAM prices fluctuate with an overall positive slope after the bubble pops.

The days of cheap RAM are over for the most part.

There will be a point where LLM investment scales back to fit closer to its actual economic productivity, once these companies and VCs run low on cash to shovel into the furnace. Then the prices will drop.

Once Chinese companies ramp up production, there's going to be cheap RAM again. Also, the bubble will pop eventually.

1 of 2 things will need to happen for the shortage to be resolved.

1. A new fabrication will need to be brought online or
2. The companies that have purchased the fabrication time cancel their order because they go bust.

I believe 2 will happen before 1 because 1 will take several years to happen.

The RAM prices will come down when "AI" finally implodes and the tech bros have finished extracting every last bit of venture capital from idiots.

Scaling up fabs to increase supply is a very long-term process. You don't want to do it if you think the demand won't last at least several years. Maybe RAM manufacturers are drinking the koolaid and are spinning up fabs as fast as possible. Maybe they see the writing on the wall and are just cashing in until the demand dissolves.

ChatGPT will run out of money April 2027.

Also, more adaptation to Chinese-made RAM. The difference is negligible.

https://www.techspot.com/review/3089-ddr5-made-in-china/

Don’t worry – monthly RAM subscriptions solve this!

Pretty sure this problem goes away once the Chinese are able to produce either equivalent ram or at least something good enough for manufactures to start using.

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.

I'd say it's certainly possible for the economics and business strategy to shift in a manner where consumers get a much worse deal like this indefinitely. But it's really haad to say if it's actually going to play out that way or we experience a return to the previous equilibrium

It will end when western society crashes in 2 more years.

If Elon was burned down it might help. Wouldn't hurt at least. Well except Elon. Burning is painful as hell.

Not this year at least.

Unless the AI bubble pops it’s going to take a long time for companies to scale up production. As long as AI is still in vogue it’s going to gobble up more and more ram.

I think the era of personal computing is dying out and remotely hosted software in data centers is superceding it. Even if AI overarching goals of reaching "true AI" fail, the data centers will be repurposed for literally anything else from hosting gaming to professional software to video processing, media, etc... People in rich countries will always be able to build their own personal computer for their own consumption but the people from poor countries are not in that position and will be the primary clients of these data centers.

No, it’s not coming back.