I read somewhere that the memory companies were massivly pushed for lowest prices especially by companies like apple.

I want to hope that this money will lead to more capacity, more R&D and lower prices in the long term again.

Nvidia would have changed its GPU strategy a long time ago if the demand wouldn't be real. They still can afford the GPU prices. But memory is not a monopoly.

For memory though i do assume a lot more people and companies want a massive amount more memory than ever before. I have 64gb in my pc for a few years now, i was quite happy with that. It became a no brainer. But today? Hey give me 100, 300 and even more. I really want to run bigger LLM models locally.