AI Infrastructure

🎯 HEADLINE AI’s explosive growth is devouring global RAM supplies, driving up prices for everyday gadgets like laptops, phones, and consoles—and consumers are paying the price. 📝 SUMMARY The podcast dives into how surging demand for high-bandwidth memory in AI data centers is creating a supply crunch for all RAM types. Major producers like Samsung, SK Hynix, and Micron, which dominate over 90% of the market, are redirecting output to lucrative AI servers, leaving consumer products short. This zero-sum shift means wafers for AI GPUs come at the expense of memory for phones and PCs. ...