When the dust settles, I believe that AI of the future will be open source models run locally - not models moderated/censored to the whims of large corporations and governments as they are now.
These AIs will be run only when the user needs them - not constantly running away at large server farms / data centres.
RAM companies will eventually realise they’ve backed the wrong horse and sustainability in the future will come from convincing consumers that they need 128GB - 1TB RAM. By then it’ll be too late because there will be perfectly usable AI for the vast majority who want them, running 16GB or less.
The problem now is of big corporations competing with each other. They’re banking on AI making them a lot of money in the long term, but I don’t see that happening. They can’t convince most people of the benefits of AI now, and they’re effectively forcing it on the end user in order to justify their existence.