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.
To spell this out clearly, the reason RAM has quadrupled in price is that a huge quantity of RAM that hasn’t been produced yet has been bought with money that doesn’t exist to populate GPUs that also haven’t been produced to go in datacenters that haven’t been built powered by infrastructure that may never exist to meet a demand that doesn’t exist at all to make profit margins that mathematically can’t exist while economists talk about this thing they call the “rational markets hypothesis”.
Okay I’m old is this a actually newer meme or was it a joke to post the reply?
It does sound familiar (like close to a movie line) but also sounds accurate. If the bubble pops so much memory available cheaper.
Mean I’m only 1 year into my PC build but I tend to do them every 4 years or so…crap that’s only 5 years from now I thought it was longer, but still lot closer than I thought from first read. Least at this age time goes by quickly, for better or worse heh.
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To spell this out clearly, the reason RAM has quadrupled in price is that a huge quantity of RAM that hasn’t been produced yet has been bought with money that doesn’t exist to populate GPUs that also haven’t been produced to go in datacenters that haven’t been built powered by infrastructure that may never exist to meet a demand that doesn’t exist at all to make profit margins that mathematically can’t exist while economists talk about this thing they call the “rational markets hypothesis”.
(source)
This meme is pretty new, like from the future, but it checks out.
Okay I’m old is this a actually newer meme or was it a joke to post the reply?
It does sound familiar (like close to a movie line) but also sounds accurate. If the bubble pops so much memory available cheaper.
Mean I’m only 1 year into my PC build but I tend to do them every 4 years or so…crap that’s only 5 years from now I thought it was longer, but still lot closer than I thought from first read. Least at this age time goes by quickly, for better or worse heh.
It’s not an original comment.
How dare you?!
I thought everyone had heard this meme by now.
I edited my post to add the source.
Sorry I didn’t mean anything by that. I don’t care if you post a source or not. I was just answering their question.