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.
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The market can remain irrational longer than you can remain solvent.
this is not “the market” that phrase is referring to
What market is it?
Oh no, I saw this coming and bought RAM at the first hike. I’m good for 8 more years. This doesnt help everyone else tho.