The lack of investment in more production capacity for RAM is based on a roughly 3-year horizon for this insane extra AI demand.
Creating workable consumer-grade alternatives with delay line memory of all things would take longer than that, and the market would collapse the moment AI demand for RAM dried up. This is one of those things that is theoretically possible but due to both technology and market conditions will absolutely not be a thing.
The lack of investment in more production capacity for RAM is based on a roughly 3-year horizon for this insane extra AI demand.
Creating workable consumer-grade alternatives with delay line memory of all things would take longer than that, and the market would collapse the moment AI demand for RAM dried up. This is one of those things that is theoretically possible but due to both technology and market conditions will absolutely not be a thing.