It is a matter of degree. While China has issues, America’s is much worse across the board.

My money is on the American bubble popping. China would do just fine. As to Europe’s? Probably not developed enough to seriously impact them, but probably able to fill America’s void once the bubble action has died down. America is pretty fucked in general, so it isn’t so much AI in particular, but rather a ghost economy.

Something based on imaginary stocks, grift, de-industrialization, ghost jobs and falsified labor statistics, likely mixed with a debased dollar, just doesn’t bode well.

Far as RAM goes, it will become a good thing: it gives companies incentive to invest into the development of bigger RAM, more speed, and making the motherboard bandwidth big enough to handle it.

The next big generation of hardware will be much better IMO, simply because the companies will have to compete by their merits. The downside is not having enough supply right now, but once the logistics and tech is in place, even non-AI people will benefit.