My bet is that we're not gonna see any adjustments in RAM pricing until one of the planned data center projects collapses in a spectacular way.
The billionaires locked in a race to spend effectively unlimited funds on AI CapEx will have to be convinced by markets and/or their advisers that there aren't enough profits and that cutting losses (like with Metaverse) in their quixotic quest is necessary.
And honestly, we will have much bigger problems if that bubble pops in a spectacular fashion.
One theory: they will need to throw away all these Nvidia cards in the trash at some point right ?
Because what to do with power-consuming outdated hardware ? let's say 5 years from now ?
They will need new RAM.
I wonder.