Comment Re:Thanks, AI bubble! (Score 1) 69
At best, supply will return to pre-AI levels
No, supply will increase. What you're not considering is that the manufacturers are building fab capacity like crazy right now. When all of that capacity hits (in 3-4 years), prices will crater. We've been through this whole cycle many times.
I remember the first big one, driven by the launch of Windows 95. MS-DOS could use memory above the 640K mark only with significant pain and complexity, but Win95 could address it directly and really liked having an insane amount of RAM... like 16 MB!!. Freakin' hog. My NeXTstation only had 8 MB and it blew those dumb PCs out of the water... anyway, I digress. RAM prices spiked, but within about 18 months (fabs were simpler back then) they went through the floor.