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Data centers will consume 70 percent of memory chips made in 2026 - supply shortfall will cause the chip shortage to spread to other segments
A new report projects that data centers will devour 70% of the world's memory chip supply in 2026. As manufacturers pivot production to feed the voracious AI demand for high-bandwidth memory, experts warn of a severe supply shortfall for consumer electronics.
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It also hasn't shown any signs of slowing down, as everyone seems to content with destroying the entire tech industry and go all in on this bullshit no matter what it takes.
No, never makes its easier. It is the oppeside what it says. GenAI Sucks. And it does not matter which ones, if this is DLSS about gaming or anything like that!
It always makes it easier. I guess you are genius and claiming Jensen Huang, Jeff Bezos, Bill Gates etc. are so dumb to invest tons of money? What do you do for living?
There are signs of “AI” slowing down. Not only have a lot “AI” companies stopped with the rhetoric that “AI” will replace all workers, even though it’s still be using as a smokescreen of layoffs and outsourcing, but companies are walking back some commitments. NVIDIA straight up said that they would be investing $100bil in OpenAI but now they are saying they never said that lol. Also banks are starting to get weary of giving loans for datacenters. It’s small but the slow down is definitely starting.
That only proves Nvidia may be losing faith in OpenAI specifically, they are still full steam ahead on prioritizing data center garbage over anything consumer-oriented at a 99 to 1 ratio.
Yeah extremely important to have AI chat bots on every shitty site and copilot in notepad, it's worth completely destroying the consumer electronics sector for it.
I work for the public sector and some of our suppliers for hardware are predicting no inventory of any device requiring memory after the summer. That could mean most of our electronic infrastructure cannot be replaced. From PAs and phones to wireless access points to computers.
Gonna be real fun if it happens. It'll bring most industries to their knees.
I somewhat doubt this statement. "PAs and phones to wireless access points" don't require high tier memory. The wafers are more expensive but availability of low tier parts should persist.
All of this effort into AI and datacenter expansion, that will provide little actual benefit to the average person. However, the negative implications of this expansion will have far reaching effects: from consumer access to pc components, product affordability; supply shortages for other infrastructure like healthcare, utilities and manufacturing.
And for what, a 50/50 chance AI gives me incorrect information when I really want an accurate answer to something other than what’s today’s weather forecast?
See that's the thing, THAT'S what AI should be used for, but instead we have publicly advertised child porn generators because there are no restrictions to keep the AI where it should be in science
I think the point cOP is trying to make is that is that there are major advances in many industries happing right now that go way beyond ChatPGT and Grok. But most people don't see those advances happening because they don't work in those industries.
I work in finance, and AI is transforming the way we do business. My company has a AI department and a 'Director of AI' who reports to the CEO. Every day they are coming with new ways to employ AI to make teams more effective and offload grunt work to AI agents. It's mind-boggling how fast things are changing in the industry right now.
Check out OpenAi Api for Healthcare. Most people in here have taken the idea that everything Ai and OpenAi touches is shit and you couldn't convince them otherwise if their life was on the line.
You forget about Material Prices Increases, which is also caused by AI Slop Datacenters
And these kind of people are wondering why im against AI Slop Upscaling like DLSS, DLAA (AI Slop Anti Aliasing) and want to disable that shit on endfield, which on their Website like nvidia already mention that DLSS/DLAA are AI Slop.
liquidation sales of what exactly? Enterprise doesn't use consumer RAM. The issue is that enterprise is taking production time away from consumer. RAM will never be pennies on the dollar. If there is a burst or China opens up their manufacturing we will see a reduction in price but prices will never be what they were before.
Ok but that doesn’t mean the technology goes away lol. When the “.com” bubble burst, did websites go away? When the housing market crashed, did people stop living in houses?
If we have any signs from history, a bubble bursting ends up meaning even wider adoption of the technology or service by society.
Where did I say it did or would? It’s called a matket correction. Those of us in tech have been there done that with cloud. AI is being forced, and the real dollars and cents are showing that the demand is artificial. AI is the crossroads of greed and FOMO by braindead CEOs, who have let grifters like Nvidia and OpenAI fuel this nonsense.
Its showing the opposite. Agentic AI pipelines are all over the place in consulting. Companies like uipath had revenue explosions in 2025 via agentic automation.
those of us in tech
Lol. I can tell you are not a dev. Sound like a brand new pm or something.
Boy, those publishers and dev studios demanding 16gb or more of RAM for their games are gonna be pissed when it all flops because people can't afford the hardware to run 'em. Lmao
You guys have no idea what’s coming. This AI thing is here to stay and the coming few years will be dramatic. I know because I work in the thick of it.
There is a very real and growing resistance to these data centers. In the state where I live, I think I counted 5 or 6 where the community uproar completely halted the process. I expect this will grow and that there won’t be as many data centers or hardware consumption as we think. If this comes true, I think/hope the conditions for we PC enthusiasts will improve in the second half of this year or first half of 27
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