> The DRAM companies would be building more if they could.

You keep arguing as if there's only one side to this, the producers/DRAM companies who can't scale production fast enough.

But there's two sides to a market, the producers (DRAM makers) and the consumers, (AI industry). I am arguing for increasing the supply by taking some away from the AI industry. This is BECAUSE on the production side there's no way to address this fast enough.