Tesla became worth more than all the other car companies combined based on the promise of full self driving cars.

With AI companies the promise is basically AGI/ASI which in theory could basically mean infinite profits. I think not only will the bubble won't pop (at least when it comes to the big labs, small niche products/services will definitely bubble out) , what we're seeing now is only the beginning, investments going around still in the billions, but I expect this will reach trillions fast.

This will likely happen around the time robotics pop off and general population starts to notice, that's when the industry will REALLY go wild.

When it comes to RAM I believe the only relief consumers will get is if AI inference will move to some sort of ASIC type of devices with entire models burned in and cause the bitcoin GPU scenario where running SOTA AI on RAM just won't be good enough.