The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output
Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years. Bluesky: @smcgrath.phd , @broximar , @zhugeex.com , @tprstly , and @skynetandchill.com Forums: r/technology and r/hardware Bluesky: Scott McGrath / @smcgrath.phd : Data centers aren't just driving up electric bills. — Insatiable demand from AI is consuming the world's memory and storage supply. — Manufacturers are redirecting production, creating a supply squeeze that is driving up prices for SSDs, DRAM, and HDDs for years to come. @broximar : House of (Graphics) Cards [embedded post] Daniel Ahmad / @zhugeex.com : This is also a contributor to rising hardware costs as well, alongside tariffs. [embedded post] Theo Priestley / @tprstly : Amazing how the cost of GPUs, storage, memory, electricity are all about to skyrocket in order to achieve this wonderful “abundance for all mankind” that equates to the destruction of jobs and creativity on top in order to get there. — www.tomshardware.com/pc-component... @skynetandchill.com : AI hyperscalers are reserving the world's memory and storage capacity years in advance, setting the stage for a pricing apocalypse that could last a decade Forums: r/technology : AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade r/hardware : AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade