That's a short term effect. Long term Wright's law will kick in and ram will end up cheaper as a result of all the demand. It's not like there's a fundamental bottleneck on how much ram we could produce we're running into, just how much we're currently set up to produce.
Local AI will eventually be booming. It'll be more configurable, adaptable, hackable. "Free". And private.
Crude APIs can only get you so far.
I'm in favor of intelligent models like Nano Banana over ComfyUI messes (the future is the model, not the node graph).
I still think we need the ability to inject control layers and have full access to the model, because we lose too much utility by not having it.
I think we'll eventually get Nano Banana Pro smarts slimmed down and running on a local machine.