TFTC on Nostr: DRAM spot prices up 15x in under a year. AI datacenters are eating the world's memory ...
DRAM spot prices up 15x in under a year.
AI datacenters are eating the world's memory supply. HBM chips for GPUs and regular DDR5 come off the same fabs, every wafer allocated to AI is one less for everyone else.
RAM prices up 100%+ in 2026 alone. New fab capacity won't come online until 2028 at the earliest.
The AI buildout's second-order effects are just getting started.
Published at
2026-07-21 18:06:56 CESTEvent JSON
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