This what always happens in capitalism. Scarcity is almost always followed by glut
Memory makers, for example, have sold out their inventory for several years, but instead of investing to manufacture more, they’re shutting down their consumer divisions. They’re just transferring their consumer supply to their B2B (read AI) supply instead.
Thats likely because they don’t expect this demand to last past a few years.
Many users will not want to risk their privacy, data, and workflow on someone else's rapidly-enshittifying AI cloud model. Right now we don't have much choice, but there are signs of progress.
