The whole thing is speculation because its based off the back of letters of intent, no real contracts for anything. Its all still, currently, smoke and mirrors until something is inked and someone gets paid (or atleast, finance agreed)
So right now, we're watching bullshit speculators sink the market. And/or restricted supply being used to milk us like cows.
Uhhuh so they're tooling up to make devices for a company that wont exist soon for datacenters that have no power.
All that shit is going in the landfill and they will be desperately repackaging HBM into consumer products. Bet.