Large AI datacenter projects, like OpenAI’s multi-state Stargate project, have such a massive demand for high-bandwidth memory (HBM) – generating massive revenue at the same time -- that many semiconductor companies have reduced capacity for consumer-level DRAM and SSD storage. As a result, demand may outweigh supply for at least another four years. Read more from @Gizmodo:

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Think the RAM Crisis Is Bad Now? It Just Keeps Getting Worse

With relief now not expected until 2030, PCs and smartphones will just keep getting more expensive.

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