I had a conversation with chatgpt about that very thing, whether it was a bubble or not and how the big players could absorb the cost and where it would all land and the interesting thing was if China gets its foothold and grabs enough share because the prices are too high even being subsidized, that could cause real trouble. But the point was its not a bubble in the conventional sense. Have your own conversation about that with an AI.

I'm planning some RAM purchases for the end of this year, I expect the crash to happen in a few months.