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You are saying there will be even more demand for RAM and that will cause the prices to crash?

The chance is that they cache out during IPO, and will lose interest to increase capacity, some/many contracts will be canceled, and demand being reduced.

Perhaps all hobbyst developers interested in local AI combined is a smaller demand than AI companies hoarding parts. That would make demand decrease.

Exactly, AI firms can and will pay premium to hoard, and without that pressure hobbyists and regular users will let demand slide down to "normal" levels.

Except, Chinese firms have entered the market now to capture the public market while the "top tier" firms supply AI firms. If the AI firms stops buying everything the toptier firms will come back into a market that has begun to be overrun by cheaper Chinese alternatives. It could get damn bloody (but good for consumers).

Lots of cheap chinese RAM is exactly what we need right now. RAM used to be cheap, it was a common excuse for not optimizing software 10 years ago ("this thing is cheap, don't worry about Electron!")

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