CES 2026 is over and it has revealed the situation with memory being consumed by AI companies is much worse than we initially thought.

What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.

Sure it’s scuttlebutt but wouldn’t surprise me as being true.

  • Mugita Sokio@lemmy.todayEnglish
    0·
    4 hours ago

    I don’t think they’ll sell their RAM, as the RAM fabs from China will be strictly used for their tech. We won’t get squat, because we squandered when Crucial shut down their consumer production.