Memory makers make capital investements (build different factories, convert physical production lines, etc.) to meet orders that have been place for the next ~5 years.
OpenAI (or whoever) crashes and can't pay for the order leaving the memory makers in a tough spot.
> leaving the memory makers in a tough spot
Oh noes! Think of a poor memory makers!
The amount of money flowing both from the AI bubble and from quite literally scalping both the server and consumer market... They gambled on the opportunity and if they fail - it's their problem.
Exactly, that's why they are not building more capacity and that's why RAM prices will stay up for years.