> That's why some regulation is not the enemy of the people that some want to make it out to be.

The question is always: What specific regulation?

Regulation is not the magic silver bullet that some want to make it out to be.

You’re not going to solve a global supply and demand change by regulating companies to not buy too many things. The supply would go to other countries. Companies would open international subsidiaries that built the data centers in other countries. Companies would move to other countries which didn’t try to stop them from buying components on the free market.

You can’t regulate companies into keeping prices down. This is an international market. If you passed a law that said RAM had to be sold for no more than 30% higher than last year’s price, the international memory companies would laugh and stop sending RAM to that country.

> Unfortunately, I think regulatory capture is so deep now in most places, one can hardly expect anyone to do anything about it.

I think you need to broaden your understanding of how the DRAM supply chain works and which countries are involved. You can’t mandate low prices for a global commodity. You can try, but the supply will just disappear for that country.

What’s the proposed regulation that would help here? Price controls? They don’t work, especially in a market like memory.

The AI "market" is not a free market. It needs regulation.

What evidenced-backed regulation would solve this problem?