Not A Problem
RAM prices will come down again this Autumn, just after the AI bubble bursts.
2097 publicly visible posts • joined 7 Aug 2013
Yes, the likes of Nvidia, Google, and MS will survive.
But consider this: in 1999 the poster child of the information superhighway revolution was Cisco. Their share price dropped by 80% in the dot-com crash and took twenty years to recover.
Still want to invest in one of the big incumbents?
Have you asked them how many times the excipients they're worried about have been used, and how often the problem has occurred?
Because if something has been used millions of times over a period of decades, and problem should be blindingly obvious.