Honestly surprised by the degree of skepticism about this on HN.
The rack assemblers like Dell, HPE, Supermicro, and Lenovo have 18 to 24 month backlogs on deliveries at the moment, and even the neoclouds have 6-9 month backlogs to onboard customers onto their SaaS platforms, and 12-24 month backlogs for delivering bare metal. All those require memory.
Also, 2030 is barely 3 years away from now as 2027 is around the corner. Yes we are ALL old now.
Using priors from 2015-2019 today is the equivalent of thinking your experience in 1995-1999 should inform decisions made in 2008-2013.
The rack assemblers like Dell, HPE, Supermicro, and Lenovo have 18 to 24 month backlogs on deliveries at the moment, and even the neoclouds have 6-9 month backlogs to onboard customers onto their SaaS platforms, and 12-24 month backlogs for delivering bare metal. All those require memory.
Also, 2030 is barely 3 years away from now as 2027 is around the corner. Yes we are ALL old now.
Using priors from 2015-2019 today is the equivalent of thinking your experience in 1995-1999 should inform decisions made in 2008-2013.