1 already happened and it’s ramping up. It’ll be in amass production in the next few years and it will have a significant effect on training and inference. In a year or two, RAM production will start meeting the demand.

What will happen is the most valuable companies in the world's stock will crash. Crashing the United states economy. First to fall will be the companies highly leveraged in AI, investment portfolios of every day Americans will collapse completely. People who are retired or close to retired won't able to afford their mortgage payments, or food. Then people will start hoarding their cash and spending way less. This is where the music stops. Since people will be spending less because the AI party is over, this will lead to everything else following. People will go out to eat less, now everyone working on restaurants don't have jobs. They will vacation less, their last trip to Disney was when they had 30k in "profit" sitting in their E-Trade account in Nvidia, meta, apple, Google stock. Now cities and towns that rely on tourism, their shops, their restaurants, their zip line company, their boardwalk, all hurt massively and lay people off. These people now can't afford their mortgages. Overall spending continues to plummet. People stop buying cars, boats, ice cream on the weekends. Other companies begin to tighten the belt and cancel contracts. Does your company do consulting work for GM? Well now you are out of business because GM isn't selling cars.

The global economy is a tightly coupled network that relies on movement of cash. Slow that movement and people die. Literally.

I'm not on the AI hype train, but rooting for the music to stop is literally insane.