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Well, before AI the RAM prices were cheapest ever, even if cloud providers were still in demand for hosting and cloud computing.

I hope the supply will increase at some point, I doubt cloud providers will be able to buy everything, especially if the competition will be high and the price of AI goes down, so there won't be an easy way to make profits by serving models.

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> so there won't be an easy way to make profits by serving models

That's the only way I see things going, which ultimately comes down to the market losing faith in AI as a profit engine.

Which is probably going to take one of (a) OpenAI / Anthropic IPO failing or newly public financials looking bleak or (b) a high-enough profile large AI company failing (unfortunately most of the large enough to shock the market ones have diversified and durable cash generation engines).

Unfortunately?

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