I pre-ordered and picked up a framework desktop with 128GB of DDR5-8000 inside of it. This is the type of system that is the a indirect byproduct of the change towards AI - it may not have been what AM was originally intending with the AI Max 395+ line - but it definitly is the kind of optimized thinking that will drive AI into the hands of consumers.
That's part of the reason I think this boom-bust cycle might be a bit different. Hopefully, Intel can use some of its capacity that they have coming up in the foundry to service this need.