It's an interesting scenario.

I'd posit that the possibility mostly depends on the aquisition of RAM by Valve before the memory market implosion.

If Valve is able to successfully sell Steam Machines then other SIs and manufacturers might revisit the gaming market.

Based on Micron's action of exiting the consumer market (by killing off their Crucial division) I'd imagine that most manufaturers are considering doing the same as the demand from AI hyperscalers has become obnoxiously enticing for most corporate entities.