Fuck AI

I agree with almost all of this, however, much of the RAM during data centre selloffs would be in the SOCAMM format, so not useful for anything consumer nor anything older than a couple years in the enterprise space. If there is such an influx however, I suspect that SOCAMM might become a new format for consumer and enterprise electronics after some time. Other than that, there would also be standard DDR5 DIMMs.

Oh, Nvidia want's locally ran ai, but not on your hardware. They want their locked down hardware on your property, using your power and resources.

Gonna rate my take on this point by point because you're speaking my language and I like where your head is at

AI will by nature become easier to run. We're pushing Moore's law already but technology will in general keep improving. I don't know how worth it it'll be, and most companies seem to be into the idea of the average consumer not actively owning the computing power, instead of doing everything on the cloud. Time will tell how that goes.

Big corporations will likely eat each other when the AI bubble pops, whatever that looks like. Should be a fun time though.

NVIDIA will do the same thing over and over. We saw it with crypto, same with AI. They will surrender to whichever monetary source is biggest at the time, and dumpster the loyal customers. If they change for the better, it's either by accident or because customers lost faith in the company and went elsewhere. I don't have high hopes for that company.

We are seeing china start to make ram, I vaguely remember seeing another graphics card manufacturer? It's very possible that there's a market niche that will be filled here.