It is a cycle, and one may bet millions of annoyed nerds will invent something other than ddr dram... after all they always have in the past.

Blitz-scaling LLM for fictional future revenue assumes competing technology will remain immutable. It is a false premise with dire consequences for the credulous.

China is already filling the vacuum within the flash/ddr/cpu/gpu market, and quality/speed will rapidly improve with domestic use. We are already seeing blank label storage clones emerging in international markets. =3