The RAM Crisis Is Only Just the Beginning as AI Demand Squeezes Supply
perelin · hn · 2026-09-17
- Madshrimps reports that the ongoing DRAM price surge is only the beginning: AI datacenter demand for DRAM/HBM keeps diverting capacity away from the consumer market.
- The piece warns PC builders and DIY users face prolonged high prices and shortages, as memory makers continue prioritizing AI-side supply with no near-term reversal in sight.
More from Infra
- How do you track agent costs beyond tokens? Voice minutes and sandbox container time break cost dashboards — Any_Warning_1183 · 2026-09-17
- New curvature-conditioned multiscale momentum optimizer significantly accelerates Muon LLM pretraining — YouJiacheng · 2026-09-17
- Vitalik: Qwen 3.8 flash runs impressively fast on laptops, local-first AI workflows near — anselm · 2026-09-17
- Huawei Ascend 960DT reportedly due Q1 2027, fp4 support starting from 960PR — zephyr_z9 · 2026-09-17
- Apple M5 Ultra graphics scores leak: beats desktop RTX 5090 in OpenCL/Metal — bingxu_ · 2026-09-17
- Starlink V5 terminal enters production with 375+ Mbps speeds, Musk confirms — elonmusk · 2026-09-17