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.

  • mholiv@lemmy.worldEnglish
    12·
    2 hours ago

    Because the AI companies will just offer to buy at a higher price.

    If you refuse to sell to AI companies you will make a small fortune yes. If you sell to the highest bidder you’ll make a larger fortune.