Earlier quoted context omitted.
You are saying there will be even more demand for RAM and that will cause the prices to crash?
Perhaps all hobbyst developers interested in local AI combined is a smaller demand than AI companies hoarding parts. That would make demand decrease.
Except, Chinese firms have entered the market now to capture the public market while the "top tier" firms supply AI firms. If the AI firms stops buying everything the toptier firms will come back into a market that has begun to be overrun by cheaper Chinese alternatives. It could get damn bloody (but good for consumers).