1. AI‑driven supply crunch > "Chip manufacturers are used to boom‑bust cycles and are always hesitant to bring on more capacity… They will let the hyperscalers buy their supply at a premium and wait for the bust." – not_the_fda
2. Shift toward renting/thin‑client models
"You don’t really own an iPhone in terms of being a computer." – layer8
3. Expected market correction
"General predictions are in 3‑5 years things will return to normal. 3 years if the current AI crunch is a short‑term thing, 5 years if it isn’t and we have to build new RAM factories." – sva_
4. Capital concentration with hyperscalers
"The biggest problem in expanding for everyone else is they don’t trust the market to exist for long enough to be worth paying for a new factory so they are not investing in it." – bluGill
5. Push for efficient, self‑hosted solutions
"I’ve been self‑hosting more and more over the past year specifically because I got uncomfortable with how much of my stack depended on someone else’s servers." – saadn92