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.

Cevilia (she/they/…)
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10418h

Memory that doesn’t exist yet has been bought with money that may never exist to supply datacentres that haven’t been built to serve demand that isn’t there.

@[email protected]
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106h

This meme is pretty new, like from the future, but it checks out.

@[email protected]
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15h

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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35h

It’s not an original comment.

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