The AI bubble, Computer RAM, Gaming, and Black Friday

Some of you may have noticed that RAM prices have skyrocketed lately.

This is because AI data centers have been EATING up a lot of the stock for RAM. I think this is going to be the straw that broke the camel’s back, and it’s going to cascade something like this.

1. The exponentially increasing RAM price and the artificially expedited need for data centers with these AI companies will push prices far beyond the current limits, where RAM that was $200 is now costing upwards of $1000. Eventually, there will be a peak point where the cost of acquisition becomes higher than the budgetary constraints for the builds themselves.

2. At the same time, Black Friday and Cyber Monday are coming around the corner will see lower Q4 sales expectations. The majority of consumer spending will come from Gen X or older. Millennials, Gen Z(my generation), and younger do not have the spending power needed. Most, if not ALL, major Consumer goods companies will miss their expectations. Technology, most of all. This will

   1. Cause a large economic nosedive as most general consumer goods won’t meet targets.

   2. Causes a partial tech industry crash, as while AI has been heavily sustaining them without the value of competition, the demand from non-business consumers will tank and effectively cause a death spiral.

   3. The AI bubble pops by mid-December as the natural economic slowdown of the holidays stalls their growth enough to straight up crash their growth.

3. By the end of this year/beginning of next, we will likely be in a full economic recession, pushing into just a straight-up Depression for the US economy, as we have been slowly becoming our own economic bubble as several countries have moved away from their ties in the American economy.

Now, I am by no means an economist, but this is my guess for what I see now.

(PC Part Pricing Tracker)