From the perspective of a company investing in AI infrastucture:
Memory prices have been rising fast, but even with strong demand, isn’t there a point where prices get so irrational that not buying becomes the more rational choice?
In radical example, if price is ridiculously expensive that which surpassed expected gains or profits.. personally I would not invest at some point because it is not end of the world not using AI or memory ram for gaming.
What do you think guys?