Memory semiconductors used to have a 4-year cycle. Will it be different in the AI era?

To state the facts,
SSD NAND flash prices can be normalized faster than expected.
However, memory is a different story.
Currently, there are bottlenecks in power, manpower, real estate, GPUs, and HBM.
For an AI bubble to burst... with these bottlenecks slowing down the rate at which the bubble builds up, I don't see how a bubble could even burst....
The CoreWeave situation is similar to a real estate TF crisis. Just because a developer goes bankrupt doesn't mean the construction site disappears. Even if CoreWeave fails and the stock market crashes, AI and Big Tech will not fail. Don't worry, because Big Tech and the Nasdaq will definitely be saved.