RAM Crisis: How AI's Memory Rush Is Reshaping Tech — ColdFusion
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When AI's gold rush met a limited supply of memory, the tech world quietly hit a bottleneck. This 3-minute summary (original 21 minutes) with host Dagogo Altraide breaks down the RAM crisis — from soaring prices and retail limits to the pivot by Micron and the HBM scramble by OpenAI and cloud giants. Learn why 93% of DRAM production is concentrated in Samsung, SK Hynix, and Micron, how fab lead times prolong shortages, and what rising suppliers and geopolitical risks mean for smartphones, PCs, consoles, and AI infrastructure. Key takeaways: the role of high-bandwidth memory (HBM) in training large models, supply-chain dynamics, and why hardware constraints could slow software ambitions. Listen now to get the key ideas in minutes.
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