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This is due to OpenAI securing 40% of the world's supply of DRAM. It isn't going to get better anytime soon. Another reason why, as a consumer, I hate the AI fad.
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RAM is going to AI: OpenAI has secured up to 40% of the market. — Global CIO
Reporting on the business of technology, transformation, cybersecurity, data analytics and cloud computing, artificial intelligence.globalcio.com
I moved on this last year at around this time because I saw something else coming, which was the tariffs of the incoming administration.
View attachment 15850
Now, in addition to being out of stock:
View attachment 15851
Good call to move on this last year.![]()
I don't believe the current AI fervor is exactly a fad. It's a race between companies, nations, and platforms to gain durable advantages (moats) in productivity, intelligence, and control over critical infrastructure and we're caught in the wash. AI compounds — early gains lead to better models, more data, more capital, and faster iteration—so falling behind is costly and hard to recover from, hence the heavy investment in it. Unfortunately, consumers are left on the sideline. It reminds me of the supply/demand issues that arose around graphics cards as everyone was hoarding them to mine bitcoins.
The "fad" part is attaching two vowels in our alphabet to any product or industry sector as an excuse to raise prices 100+%. Now excuse me while I figure out how to market AI toilet paper and AI bottled water.
I was actually about to post almost the same thought. "AI" is on just about product these days. It was "HD" a while back
Gamers Nexus is a great channel to keep up to date. Their Nvidia banned GPU video was a good watch