Micron CEO: memory supply will be much tighter in 2027 and 2028 than in 2026
chillinewman · reddit · 2026-10-05
Micron's CEO said memory supply will be "much tighter" in 2027 and 2028 than in 2026, signaling that the AI-driven memory shortage is expected to persist for years — a significant signal for AI training/inference costs and the compute supply chain.
More from Infra
- Ex-Google engineer who trained first Gemini Nano sees on-device ML inflection in 2027/28 chips — _arohan_ · 2026-10-05
- Vercel Engineer Calls for Shared Fund to Fix KVM Bugs Affecting All Hyperscalers — cramforce · 2026-10-05
- TernaryQuench: open-source ternary quantization trainer for Qwen3 with MLX export — casper_hansen_ · 2026-10-05
- Blackwell 96GB local LLM tuned to beat Linux prefill speeds on Windows — LegacyRemaster · 2026-10-05
- One USB-C cable turns an iPhone into a 24GB MacBook's extra memory, running local Qwen 27B 40%+ faster — TheMoonMidas · 2026-10-05
- Hugging Face Accelerate lead touts 6 years of inference work, v0.20.0 features — TheZachMueller · 2026-10-05