DRAM pricing is what it is because AI investment frenzy is so intense. Western/NVIDIA centered AI will be more expensive too, because they are chasing so hard all of the memory (mostly) and TSMC capacity. Hurting all other computer companies. They can extort US/western customers even harder, making AI either more expensive or losing more money for their customers, by diverting/dumping H200/memory supply to abundantly powered Chinese customers, to try and slow down Huawei sales.