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Before discussing the memory bubble, the so-called RAMpocalypse, and the broader implications of these developments, it is worth starting with a specific hardware example: the Goodram DDR564GB 6400 CL52 CSO-DIMM memory kit. Prior to the period commonly referred to in Western sources as the “RAMageddon,” I transitioned to a new laptop, as previously planned. This system uses DDR5 SO-DIMM memory, which provides relevant context for the observations that follow.
TABLE OF CONTENTS:
Video about the AI bubble and GOODRAM CSODIMM
CSODIMM
At the time of writing, this memory standard is exclusive to Intel platforms and supports memory frequencies that are several steps higher than those of comparable alternatives.
But… blackouts, RAM apocalypse, the first of two problems, plus Lenovo’s absolutely terrible disassembly scheme for replacing components… And so this RAM remained unpacked. And it’s cool, twice as fast as my previous one on my previous laptop, which had 3200 CL52.
So why discuss this kit now? Because the outlook for 64 GB of system memory is not merely uncertain, but polarized. Within a year, this kit could cost twice its current price – effectively four to five times more than it would have cost six months ago. Alternatively, it may turn out to be unnecessary not only for gamers, but even for content creators, myself included. In that scenario, 32 GB could prove to be sufficient.
Directly about the bubble
There are three developments worth noting regarding the artificial intelligence bubble. First, it does appear to be a bubble. Second, in some areas it has clear practical value. Third, it will inevitably burst, and one of the contributing factors is DeepSeek.
Why describe this as a bubble, and what does the term mean in this context? In economic terms, a bubble refers to a situation in which the price or perceived value of an asset is significantly inflated beyond sustainable levels, with a correction occurring sooner or later. At present, this bubble is still expanding, driven by all available means, with limited consideration for longer-term consequences.
Salesforce, a major CRM provider, laid off approximately 4,000 employees. The rationale was the expectation that artificial intelligence systems could replace part of that workforce. Microsoft 365 Office was rebranded as Microsoft 365 Copilot, with Copilot integrated into every Office application. This allowed Microsoft to claim an additional 350 million Copilot users, corresponding to the existing Microsoft 365 Office user base.
Similar integrations intended to inflate usage metrics can be observed across much of the industry. Google regularly promotes new AI-related features to its users. Most Android interface vendors now include their own AI-based assistants. Even Apple, beyond Siri, has begun to promote tools aimed at large language model development. This move is being positioned indirectly, including through the adoption of Thunderbolt 5, but it nonetheless marks a clear shift in that direction.
Monetisation… impossible?
The core issue lies in monetization. In practice, most users are unwilling to pay directly for artificial intelligence services. As a result, companies that have invested millions of dollars into AI-related products are unlikely to recover those costs through revenue alone. In many cases, continued operation depends on attracting additional investment, for example from larger corporations or investment funds. Those entities, in turn, may rely on public funding, as some governments are willing to subsidize AI development in pursuit of strategic leadership, regardless of short-term economic returns.
If the bubble bursts – which it likely will, and I will explain why – the resulting financial losses could be substantial. In the worst-case scenario, this could trigger a global economic collapse. In a less severe scenario, the impact might be confined to a single country, affecting both local companies and the broader domestic economy.
Unfortunately, this country and its companies play a key role in pricing various components. As a result, products like Goodram DDR5 64GB 6400 CL52 CSODIMM could see a significant price increase due to market instability. Prices may decline again within a couple of years, but immediately following the bubble’s burst, such a decrease seems unlikely – although I would welcome being proven wrong.
Inevitability
Now, what makes the bubble’s burst certain? DeepSeek. Recall how much attention this AI model generated, to the point that NVIDIA’s stock declined? The reason is that it is free and can operate offline. Its performance was notably high – I have used it extensively and can attest to its capabilities.
Now the question arises: why pay for AI from Google, Microsoft, NVIDIA, Apple, or even X (Twitter), when, with some effort, one can achieve almost equivalent results on a personal PC or laptop simply by expanding its RAM? This is a key factor behind the price increases. Every company wants a share of the OpenAI market; every company wants the recognition associated with DeepSeek.
Users, when given the option, will avoid paying. Additionally, consider how many DeepSeek alternatives currently exist in China, both paid and free. This illustrates the challenge companies that focus on AI will face in generating revenue.
They are already engaging, for lack of a better term, in an “investment Dutch rudder” with elements of self-deception. Some investor still believes it is possible to profit significantly from AI, and a small amount of money trickles down to the companies. However, this is insufficient, which is why the entire system is destined to collapse.
The bright side of the coin
That said, there is some positive news. Yes, prices across the board are rising. Yes, building a custom PC has become less accessible. Yes, smartphones and laptops will likely have smaller memory capacities. However, there are also potential benefits.
Optimization for lower RAM capacity will become necessary for companies. Games and applications will consume less memory, as the average storage capacity will decrease – affecting RAM, disk space, and VRAM. Older components may also regain popularity. NVIDIA has revived the iconic RTX 3060, and AMD has abandoned plans to end support for the AM4 platform.
Fewer computers will end up discarded, as games will run better rather than worse on them. People will be encouraged to think more carefully and make better choices when selecting components. For example, 64 GB of RAM for opening just three Chrome tabs may no longer be necessary. What currently requires 64 GB – such as video editing while alt-tabbing with S.T.A.L.K.E.R. 2 – might be manageable with 32 GB. Interestingly, in a year, the fundamental challenge has not changed.
Another positive aspect is that, after the AI bubble bursts, artificial intelligence will likely stop being inserted into every second product, a practice that currently generates user fatigue and negative reactions. As a result, AI may return to its intended role: a situational tool rather than an intrusive combination of overautomation and unsolicited features.
It is also important not to assume that AI will disappear once the bubble bursts. Instead, it is more likely to mature and improve. From this perspective, such a correction would be welcome. AI is already used on a daily basis in practical contexts, and a shift toward more measured and appropriate adoption could lead to a more balanced and constructive perception of the technology.
Summary
The AI bubble is considerably more interesting than the “dot-com bubble,” because while the outcome is predictable, the consequences are highly uncertain. This creates a mix of excitement, fear, uncertainty, and hope. I cannot say whether Goodram DDR5 64GB 6400 CL52 CSODIMM will increase or decrease in price, or whether demand for it will rise or fall. What I can state is that it is currently a solid product and I would recommend it. Beyond that, any predictions would be speculative.
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