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.
The phrase you mentioned refers to the stock market where companies like Tesla, for example, has stocks at huge prices when every single measure of their actual capacity, sales, innovation, demand, etc are tanking
well, that is what the phrase contradicts… if things were rational, yes the retail market would directly and proportionally affect the financial markets… but in reality, the financial markets are more speculation than reality so you could be promising to sell polished turds with AI (which makes no sense, nobody wants and you won’t sell a single unit) yet your company’s stock is evaluated in the billions
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The phrase you mentioned refers to the stock market where companies like Tesla, for example, has stocks at huge prices when every single measure of their actual capacity, sales, innovation, demand, etc are tanking
Yes and the prices in the latter are influenced by the further.
well, that is what the phrase contradicts… if things were rational, yes the retail market would directly and proportionally affect the financial markets… but in reality, the financial markets are more speculation than reality so you could be promising to sell polished turds with AI (which makes no sense, nobody wants and you won’t sell a single unit) yet your company’s stock is evaluated in the billions