

Everything else that you said seems to fit the general thesis that they’re making a lot more money selling to AI companies.
If those reasons were still true but the memory companies stood to not make as much money on those deals, I guarantee the memory manufacturers wouldn’t have taken the deal. They only care about money, and the other reasons you list are just the mechanisms for making more money.
90GB of both RAM+NAND combined. I’m guessing most of it is actual persistent storage for all the stuff the infotainment system uses (including imagery and offline map data for GPS, which is probably a big one), rather than actual memory in the sense of desktop computing.