

Whether this is deliberate, or simply an emergent quality of supply/demand of the new AI economy probably doesn’t matter.
Both…
The handful of companies that can make ram realized that as long as they all go full in on AI, no one else can make consumer ram without spending tens of billions of dollars on fabrication sites
So the less they make, the more profit per unit. If any one of them started making more, we wouldn’t have the price crunch and they’d all have to make more to justify keeping production running, further reducing price.
That makes at home computing cheaper, pulling people away from various cloud infrastructure they want to keep afloat because that’s where the high priced chips go.
It’s all a house of cards to shove data centers down our throats, because that’s where the profit is in the moment.
End datecenter, and ram prices plummet
The real headline should be:
That’s what actually happened.
All these articles are to make it seem capable to rise the IPO price, and it’s wild people keep spreading them