The end of owned hardware. In the glorious future, you will rent your hardware and you will like it.

We're already in a shortage (of RAM). Price increases should be a motivator to increase production. This is the system working.

More like a global economic depression

We're in a pretty big bubble predicated on the idea that AI is going to have a lot more value than it actually will. Not that it's not going to be useful, it just isn't going to be the incredible force multiplier the market thinks it is. This speculation, gas prices, tariffs, etc. are going to result in a 2009-ish bubble pop I'm guessing which will be triggered by particularly bad private credit default news (perhaps a sizable bank failing?) and or some major news triggering the reevaluation of the AI hype poking at some systemic banking issue or another.