Yes, it will get better, but not anytime soon. It is quite likely that one of the AI players will get into trouble because of too much debt. We already saw a decline in growth at Oracle and Braodcom just this week. It should be noticable at other companies in the near future, which will lead to fewer investments in AI. That alone can be enough to cause massive reactions on the market.
I wouldn't say that a bursting AI bubble is imminent, but I also wouldn't rule such a scenario out. It is very clear though that the AI players are investing far more than they will ever get back. So a correction of that is inevitable. Manufactures are ramping up production like there's no tomorrow at the moment. They will face a lower demand sometime in the future.
I wouldn't expect lower prices next year. But I think it's likely they will go down drastically in 2027 or 2028.
唯一無二のRolStoppableに認められた、VGCの任天堂ファミリーの正式メンバーです。光栄に思います。
