… There are indications that the "AI" boom is losing steam, as the realities of power access and hardware production just can't match the ambitions of the rollout, and investors start to set more realistic expectations of what "AI" can actually do. …
… An AI bubble, unpopped There have been a few explanations put forward as to why the memory crunch might be peaking, or even reversing. Demand for new data center construction is almost certainly going down due to a variety of factors. …
… Oh hi, Nvidia, there you are again. Assuming the "AI" bubble doesn't pop, or some other miraculous turn of events keeps memory unaffordable for the foreseeable future, you'll need to get comfortable on one side of the K-shape or the other.