"That leaves small SAAS companies exposed to incoming inflation in the cost of hosting".

Which they will pass on to their customers. If their product provides enough value the customers will pay.....

A lot of words to say that Sam Altman bought up the worlds total supply of ram chips for the next few years.

Capex expenditure start exploding after covid with the chart going hockey stick at the end of 23/start of 24, almost 2.5 years ago.

A lot of capex is supposed to go into the datacentres, didn't they know that datacentres need to be filled among other stuff with RAM? I wonder if at some point we will discover that there is a shortage of fibre optic cables of SFPs ...

PS: Obviously armchair economist here too ... but for it doesn't seem too difficult to foresee the increase of the demand.