I do wonder how closely prices consumer RAM kits follow the wholesale prices for NAND chips manufacturers see internally. The pcpartpicker graphs you linked show consumer prices have leveled out and may even be starting to fall. Depending on how the economics shake out this could mean we've hit an inflection point.

My personal prediction is that once the VC bill comes due and prices for frontier models starts to climb, competition for efficiency will heat up. The main AI use-cases seem to be falling into buckets, and I doubt serving gigantic, do-it-all general models for every use-case under the sun is remotely cost-effective.

If common use-cases start to be more efficiently served by smaller, more efficient purpose-built models (or systems thereof), it'd make the big frontier models increasingly niche. Cursor's Composer 2 model is a great example of this.

In any case, I think it's pretty fair to speculate we may be seeing RAM prices start falling sooner rather than later.