POPA ReconThe AI Infrastructure Boom Has Created a Massive Memory Shortage
The AI Infrastructure Boom Has Created a Massive Memory Shortage Massive AI demand and roughly $1T in capex have triggered severe bottlenecks for both DRAM and NAND memory chips This unprecedented demand has allowed historically commoditized memory-makers to experience skyrocketing operating income and massive pricing power, which is expected to pass down a 10-20% price increase to consumer devices like PCs and phones https://www.a16z.news/p/charts-of-the-week-memory-to-the
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