Specifically, desktop RAM is slabs of silicon, placed into little packages, soldered onto circuit boards in DIMM form or similar, to be plugged into a motherboard slot for RAM.

The AI demand is for the silicon itself, using advanced packaging techniques to put them on the same package as the complex GPUs with very high bandwidth. So these same pieces of silicon are not even being put into DIMMs, so that if they fall out of use they’ll be pretty much intertwined with chips in form factors that a consumer can’t easily make use of.

There’s not really an easy way to bring that memory back into the consumer market, even after the AI bubble bursts.

Kinda off topic, but now I’m wondering whether Europeans think of phone size (and laptops and screens) in terms of inches rather than centimeters?

More along the lines of a “pizza finder” service that scours different menus and shows the pizza options at a bunch of places, whether those places exclusively offer pizza, specialize in pizza with some other options, or just offer pizza as one of several options. It would be perfectly reasonable for such a service to only return results related to pizza, without any implicit suggestion that each place it returns only has pizza available.

Financial analysts were sounding the alarm in October. On October 7, Bloomberg ran an influential article about the circular deals:

https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals

That built on earlier reporting where they described the deals as circular, as the deals were being announced. Each of these reports notes the financial analysts at different investment firms sounding the alarm.

From there, a robust discussion happened all over the financial press about whether these circular deals were truly unstable. By the time Gamers Nexus ran that video the financial press was already kinda getting sick of the story.

Whatever the hell these trading algorithms were doing on November 20, they definitely weren’t ahead of the curve on investor knowledge and belief.

Plenty of the AI functions on phones are on-device. I know the iPhone is capable of several text-based processing (summarizing, translating) offline, and they have an API for third party developers to use on-device models. And the Pixels have Gemini Nano on-device for certain offline functions.