Agreed. We all want a soft landing.

How is nvidia crashing out going to reduce RAM prices?

The demand for high-ram consumption applications is higher than ever and rising. That demand is not created by nvidia, but nvidia's customers. nvidia's customers are buying nvidia parts built with other's ram because they have customers renting the compute.

Whoever nvidia is buying ram from will simply sell to the next highest bidder, and the ram will still be sold out through the coming years.

Because Nvidia is personally investing in a huge amount of those customers, enabling the hyperscaling. If half of the circle breaks, the other half does too.

> If half of the circle breaks, the other half does too.

If the good Lord's willing and the creek don't rise.

And those customers still have the demand to keep wanting more.

Contrary to the AI-bubble-doomsayers - most hyperscalers and neoclouds seem to be at capacity for current demand and even have already booked future demand.

> if RAM prices weren't artificially inflated by the fever dream of private equity.

RAM prices are a result of skyrocketing demand. That's hardly a fever dream.

You can hardly blame RAM suppliers for taking the money of people who are coming to them begging to pay more than the person before them in line. It's not like they are squeezing the market in some cartel price-fixing racket.It's the customers who are willing trying to pay more for better access. The innovations and the price of RAM are so non-sequitur at this point; I can't understand what point you're making. Sure, if RAM were as easy to get as the circuit boards they're being put on, innovation would be the same (or accelerated!) but that doesn't have anything to do with the fact that RAM is incredibly supply constrained and ramping production to meet the demand of a seemingly insatiable market takes a long time for a product this complicated and specialized.

If any of the manufacturing companies could have seen this coming, they'd have started ramping production to insane levels 5 years ago, and they'd be taking in just as much money as Nvidia is.

> It's not like they are squeezing the market in some cartel price-fixing racket

You don’t know this with certainty, do you?

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing

RAM prices are not artificially inflated. Everyone wants to run models that require 1TiB of RAM locally. AI agents utilize RAM on every computer more than ever before. The fever dream is imagining these prices are ever coming back down without serious fab investment.

There is blatant and open collusion between everyone that can invest in fabs in order to "slow down" the investment and the supply in order to maintain the prices as high as possible, as long as possible.

https://finance.yahoo.com/technology/articles/ram-crisis-one...

"The lawsuit also points towards similar collusion between the companies in the past. In 2005, SK Hynix and Samsung were fined $180 million and $300 million respectively after pleading guilty to price-fixing DRAM pricing. It is suggested that the same occurred between 2016 and 2018 when prices spiked again, ..."