Morgan Stanley sees memory shortages worsening for AI data centers
firstadopter · x · 2026-07-20
Morgan Stanley says data-center memory shortages are still intensifying, with purchasing contacts reporting no sign of easing.
- The firm sees like-for-like prices up at least 25% from Q2 to Q3, above both its own and third-party estimates.
- It also warns that memory supply will likely stay tight in 2027 and again in 2028, because AI demand is still outrunning available memory.
- The attached chart shows DRAM multiples corrected sharply while DDR5 spot pricing keeps climbing, reinforcing the supply-tightness view.
More from Infra
- Resin lets an agent build standalone LLM inference engines; vLLM and SGLang optimize DeepSeek kernels differently — AccBalanced · 2026-10-27
- Local benchmark: Flint matches Qwen3.6 quality at 50/52 while running 3.6x faster on M4 Pro — RichardSocher · 2026-10-27
- Anthropic S-1: CSP marketplace revenue jumped from 11% to 48% in three years — AccBalanced · 2026-10-27
- Alchemy adds effect/Workflow support across Durable Objects, Workflows and Lambda Durable Functions — samgoodwin89 · 2026-10-27
- Alchemy's Lambda Web Functions run plain Node web servers on Lambda, no OpenNext needed — samgoodwin89 · 2026-10-27
- Alchemy Cuts Cloudflare Bindings CPU Time by Up to 166× Via Profiling — samgoodwin89 · 2026-10-27