Generative “AI” data centers are gobbling up trillions of dollars in capital, not to mention heating up the planet like a microwave. As a result there’s a capacity crunch on memory production, shooting the prices for RAM sky high, over 100 percent in the last few months alone. Multiple stores are tired of adjusting the prices day to day, and won’t even display them. You find out how much it costs at checkout.
Honestly the questions you’re posing require a level of market analysis that could fill an entire white paper and be sold for way more money than I want to think about. Its a level of market analysis I don’t want to dive into. My gut instinct from having worked in the tech industry, working with datacenters and datacenter hardware at large companies is that the AI industry will contract significantly when the bubble pops. I’m sure I could find real data to support this prediction but the level of analysis that would require and the hours of work are simply more than it’s worth for an internet comment.
You have factors including what hardware is being deployed to meet AI bubble demand, how the networking might be setup differently for AI compared to general GPU compute, who is deploying what hardware, what the baseline demand for GPU compute is if you simulate no present AI bubble, etc. etc. it’s super neat data analysis but I ain’t got the time nor appetite for that right now