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?
Listen, principle is this. When you have suden change thats what you are calling “crisis” if there is more demand than manufacturing process will get bigger and make more. But that needs time and if you have sudden demand than there is no time to make manufacturing process biger so you get “crysis”.
It will just take a bit of time to make manufacturing process biger and everything will be back to normal. Or if demand is temporary than there is no need to make manufacturing process bigger, we will just get trough. So eather way it cant be forever crysis thats nonsense…