There's a lot of money behind AI to try to make fetch happen but every attempt to capture the real cost of running these models has driven home to people that we're still deep in the "burn money to acquire customers" phase before the "start charging people gobs of money to make a profit" turn. All the stories of companies burning through their whole year of AI budget in the recent move from subscription to usage based billing is a big example.

If that bubble pops like it seems to be threatening to do memory prices could drop back to their old levels give or take some sticky inflation.