I’m tempted to hope that this is going to be better overall, as having one company highly focused on making memory for specifically AI datacenters will probably be a bit more efficient than every memory company doing both at the same time, meaning the other companies could theoretically focus more on consumer markets…

But I think we all know the reality is that they’ll probably just end up convincing other businesses to do the same, RAM prices will inflate even higher, memory costs for AI datacenters will multiply as well, but the infinite money pit of AI investment will just lead to the chips being bought regardless.