No RAM until 2029? 💀 I guess my laptop is officially a vintage museum piece. Between the ex-NSA director hovering over ChatGPT and Claude ready to call the authorities the second I write a "sus" lo...
Aye... it's a fucking technopocalypse tbh.
Metric | Increase
DDR5 spot prices (since Sept 2025) | quadrupled
DDR4 RAM (since April 2025) | +1,360%
Q1 2026 alone | +50%+
DDR5 16gbx2 kits (retail) | went from ~$300 to ~3,000 in months
Q4 2025 -> Q1 2026 (projected) | +50-55% in a single quarter
The headline figure:
• OpenAI alone consumes ~40% of global DRAM supply
• Google, Amazon, Microsoft, Meta placed open-ended orders with memory suppliers — "give us everything you have, regardless of cost"
Bottom line: Expect tight supply and high prices through at least late 2027, with potential relief in 2028-2029 when new fabs come online.
The Irony
Elon Musk recently said Tesla may need to build its own memory fab: "We've got two choices: hit the chip wall or make a fab."
This shortage is fundamentally about AI companies consuming essentially all available memory production, and they're not slowing down their purchasing anytime soon. 😰😰😰
Playstation 6 not until 2028-29.
Metric | Increase
DDR5 spot prices (since Sept 2025) | quadrupled
DDR4 RAM (since April 2025) | +1,360%
Q1 2026 alone | +50%+
DDR5 16gbx2 kits (retail) | went from ~$300 to ~3,000 in months
Q4 2025 -> Q1 2026 (projected) | +50-55% in a single quarter
The headline figure:
• OpenAI alone consumes ~40% of global DRAM supply
• Google, Amazon, Microsoft, Meta placed open-ended orders with memory suppliers — "give us everything you have, regardless of cost"
Bottom line: Expect tight supply and high prices through at least late 2027, with potential relief in 2028-2029 when new fabs come online.
The Irony
Elon Musk recently said Tesla may need to build its own memory fab: "We've got two choices: hit the chip wall or make a fab."
This shortage is fundamentally about AI companies consuming essentially all available memory production, and they're not slowing down their purchasing anytime soon. 😰😰😰
Playstation 6 not until 2028-29.
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