Why is consumer RAM scarce? Server demand collision
davidmanheim · x · 2026-08-19
A Twitter discussion points out that the current mismatch in the memory market stems from planning errors 2-5 years ago: assumptions that old demand curves would continue led to consumers now competing with servers for the same items. In contrast, the CPU and GPU markets avoided this by bifurcating earlier.
More from Infra
- AMD posts async RL walkthrough on MI355X and benchmarks vs B300 — AnushElangovan · 2026-08-19
- Andrej Karpathy releases llm.c: Train LLMs in raw C/CUDA — goyalshaliniuk · 2026-08-19
- Anthropic's $50B Buildout Shows Financing Is Not the Short-Term Compute Bottleneck — FinanceYF5 · 2026-08-19
- Epoch AI: funding won't bottleneck frontier compute; model to scale past 20GW — FinanceYF5 · 2026-08-19
- Five project companies issued $15.18B in debt for 1.43GW of data centers — FinanceYF5 · 2026-08-19
- Anthropic leveraged under $9B revenue into nearly $50B AI infrastructure — FinanceYF5 · 2026-08-19