Clearly RAMpocalypse is the precursor to the AIpocalypse, but a there is a strong case to make that demand for RAM will be growing even without AI, not unlike how demand for GPU kept growing even without crypto. We have cars, home appliances, disposable devices all using RAM. Data centers are only the (huge) top of the iceberg.

https://www.theregister.com/ai-and-ml/2026/07/12/memory-makers-are-slaves-to-the-boom-bust-rollercoaster-and-the-ai-boom-is-the-wildest-ride-of-all/5269549