for me RAM is a perfected technology, new buses will come, more speed, but it will fundamentally be the same manufacturing process, same materials. The prospect is that LLMs will keep getting larger, more RAM will be required, and the prices will keep getting higher, or along the curve, while the demand will keep up with it because everything has RAM in it. Do you see a point in the future where the industry forks out of this, and there’s an alternative where the end user is not affected as much from the demand of this resource?
AI is now hooking into military funding. It is a weapon in itself, and it supports modern traditional weapons. The AI bubble is literally ironclad and safe from popping for alone time to come. (Purely my suspicion, and not based on much evidence, but I wouldn’t bet against it)