There is a risk of having a single large customer. As a small food manufacturer we've been warned about it, like to not sell to Walmart even if given the chance.

If one customer buys a majority of your product, your entire business is at their mercy. They can dictate terms, or quit buying from you which can end your business.

So even with RAM - if a company goes all in on RAM for an AI company, what happens when the AI bubble bursts, or the AI company spins up/buys their own RAM factory and quits buying? Did you make enough money to tide you over until you can regain your old customers that have gotten used to not being your customer?