That's true but for example with battery storage, prices were on their way down then Russia invaded Ukraine, gas/coal prices shot through the roof as Germany slurped up all coal and gas they could get and that triggered a massive spend on renewables which increased the prices of solar batteries from august 2022 peaking in nov 2023:

https://www.solarchoice.net.au/solar-batteries/price/

Looks like AI is the Germany of PC hardware:

https://au.pcmag.com/news/114129/ssd-storage-prices-to-climb-as-ai-demand-meets-tight-nand-supply

https://www.tomshardware.com/pc-components/dram/dram-prices-surge-171-percent-year-over-year-ai-demand-drives-a-higher-yoy-price-increase-than-gold