AI companies are spending billions of dollars constructing data centers at warp speed around the world. It's the reason why Gogia says the demand for these chips isn't just a cyclical blip.

The Datacentre building going on is clearly cyclic, the start of a cycle, but still a cycle. There are finite requirements, finite money and finite tolerance for loss.

RAM lead in times to ramp up production are long, but also finite.

This will correct, again. Hopefully in the meantime we learn to do more with less, always an innovation engine