It seems many people don't understand what the Samsung and Hynix LTA contracts are.

Many people seem to think that if GPUs don't sell next year, Samsung won't be able to maintain its operating profit, but memory companies enter into long-term agreements specifically to prevent that.
Following the previous Apple incident, the three major memory manufacturers implemented strict safeguards, and LTA contracts are typically set in 5-year increments. About 30% of the total contract value is received as an advance payment. If these contracts are terminated, only the companies that signed them—including Big Tech—suffer the loss.
While there would certainly be risks if the Democrats win the midterm elections, it is difficult to fold these contracts midway, and it takes 3 to 5 years to fully build a single data center. This means there is no possibility of demand suddenly vanishing next year.
There is a reason why people say Samsung Electronics and Hynix are the biggest beneficiaries.