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.
AI investment isn’t rational like consumer spending. Consumers will only spend what is reasonable for their needs.
The AI bubble allows companies to purchase inventory at higher prices than consumers will ever pay then leave it on a shelf unused. The suppliers are making record profits supplying them. Unless China increases supply beyond the current memory cartel all we can do is wait for the inevitable market collapse.
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AI investment isn’t rational like consumer spending. Consumers will only spend what is reasonable for their needs.
The AI bubble allows companies to purchase inventory at higher prices than consumers will ever pay then leave it on a shelf unused. The suppliers are making record profits supplying them. Unless China increases supply beyond the current memory cartel all we can do is wait for the inevitable market collapse.
Honestly the funniest thing would be Chinese RAM being cheaper even with tariffs and then eating Micron’s lunch