I wonder if this will result in writing more memory-efficient software? The trend for the last couple of decades has been that nearly all consumer software outside of gaming has moved to browsers or browser-based runtimes like Electron. There's been a vicious cycle of heavier software -> more RAM -> heavier software but if this RAM shortage is permanent, the cycle can't continue.
Apple and Google seemed to be working on local AI models as well. Will they have to scale that back due to lack of RAM on the devices? Or perhaps they think users will pay the premium for more RAM if it means they get AI?
Or is this all a temporary problem due to OpenAI's buying something like 40% of the wafers?