Comment Re:I just had to replace a phone for a family memb (Score 1) 23
And no the bubble isn't going to pop. Ram manufacturers have orders locked in for the next 3 years.
Heck, the story is still on the main page: OpenAI Losses Increased Nearly 8X In 2025, With Spending Hitting $34 Billion AI isn't likely to go away, but the current level of spending isn't sustainable. Guess what's going to happen when the purse strings start getting tightened? Yep, those RAM orders might start going *poof*. Irrational exuberance is a well-known phenomenon, and anybody who paid attention during the dot-com boom knows exactly where this is heading.
The other big hole in your theory that this is somehow a result of US-based politics is that the US is not a major player when it comes to having the factories that physically produce RAM chips. We certainly "own" a lot of the aspects of the IP relating to the technology, but when it comes to some place like China just saying "screw it, we'll flood the market with cheap RAM just because we can", there's really nothing the US could realistically do to stop them, other than just hoping that their processes aren't up to snuff. Even that approach only works for so long - China has already become a leader in battery technology, for example.