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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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.