[mr_toad]

The data centers have already been financed, they’re not going to stop halfway through because they’ve run out of money. Whether or not they’ll make money on completion is a different story, but that’s 2-3 years away at least. Then you might see RAM prices drop, but not before.

[inigyou]

Financed means they have a promise to get the money, it doesn't mean they have the money.

[m4rtink]

I would not be so sure - for example Oracle is already struggling to finance its datacenter commitments:

https://www.tomshardware.com/tech-industry/shareholders-sue-...

[mr_toad]

They’ve sold the bonds, so they already have the cash. What worries investors is whether Oracle will be able to repay the debt.