> This is coming from an insane demand spike, not some nefarious plot by the RAM manufacturers.

Something something, 2000 dot-com bubble, something

I can never understand why so many people resort conspiracy theories when the obvious answer is supply and demand. I know well educated people, who do this when they talk about the resential property market. (Including an accountant).

Which is in large part due to hoarding by OpenAI.

Although their stated reason for hoarding is that they "really need it", I think it was a strategic move to make their competitors' lives more difficult with little regard for the collateral consequences to non-competitors, such as regular people or companies needing new computers.

Yes, it's a nefarious plot of AI producers to attempt a monopoly with a product that no one seems capable of demonstrating has the exponential value they're betting on.