What I predict is that we won't advance in memory technology on the consumer side as quickly. For instance, a huge number of basic consumer use cases would be totally fine on DDR3 for the next decade. Older equipment can produce this; so it has value, and we may see platforms come out with newer designs on older fabs.
Chiplets are a huge sign of growth in that direction - you end up with multiple components fabbed on different processes coming together inside one processor. That lets older equipment still have a long life and gives the final SoC assembler the ability to select from a wide range of components.
https://www.bloomberg.com/news/articles/2025-11-10/data-cent...
It doesn't matter if the AI is any good, you will still pay for it because it's the only way to access more compute power than consumer hardware offers.