> The reason for all this, of course, is AI datacenter buildouts. I have no clue if there's any price fixing going on like there was a few decades ago—that's something conspiracy theorists can debate—but the problem is there's only a few companies producing all the world's memory supplies.

So it's the Bitcoin craze all over again. Sigh. The bubble will eventually collapse, it has to - but the markets can stay irrational longer than you can stay solvent... or, to use a more appropriate comparison, have a working computer.

I for myself? I hope once this bubble collapses, we see actual punishments again. Too-large-to-fail companies broken up, people getting prosecuted for the wash trading masquerading itself as "legitimate investments" in the entire bubble (that more looks like the genetic family table of the infamously incestuous Habsburg family), greedy executives jailed or, at least where national security is impacted due to chip shortages, permanently gotten rid of. I'm sick and tired of large companies being able to just get away with gobbling up everything, killing off the economy at large, they are not just parasites - they are a cancer, killing its host society.