

I dont understand the reasoning behind people seem to think prices for components will climb for ever and ever without generating more supply. if RAM becomes obscenely profitable for long enough others will get in on the act and produce their own to get some of those profits. The only reason people arent yet is that everyone thinks there is a bubble pop coming down the pipe (me included).
so the two options are:
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Bubble pops-demand from hyperscalers vanishes, prices collapse
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Bubble doesn’t pop, more supply comes online due to pent up demand, prices stabilize then come down over time
Neither involve cyberpunk dystopias of cackling supervillians monopolizing PCs

The problem with that is that the person who slops out 50 broken shitty games is not going to disclose that they used AI, and the one man band who put genuine craft into their game but used a little bit of AI in the coding or textures will disclose it, so you have the opposite of what you want from the AI filter.