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.

  • matlag@sh.itjust.worksEnglish
    2·
    2 hours ago

    Promises of buying only work if the buyer still exists at the time you produce the goods.
    Besides, I’m pretty sure that the main buyers type on the consumer side are PC and phone makers. So they could go back there almost unharmed.