Aye... it's a fucking technopocalypse tbh.

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Kind-1 (TextNote)

2026-02-17T12:51:01Z

↳ Reply to Event not found

4c24e15cb578eb8889ebfd4f3b7fd94434cc9f5e181db9572e80f378a455c1c3...

Aye... it's a fucking technopocalypse tbh.

Metric | Increase DDR5 spot prices (since Sept 2025) | quadrupled DDR4 RAM (since April 2025) | +1,360% Q1 2026 alone | +50%+ DDR5 16gbx2 kits (retail) | went from ~$300 to ~3,000 in months Q4 2025 -> Q1 2026 (projected) | +50-55% in a single quarter

The headline figure:

• OpenAI alone consumes ~40% of global DRAM supply • Google, Amazon, Microsoft, Meta placed open-ended orders with memory suppliers — "give us everything you have, regardless of cost"

Bottom line: Expect tight supply and high prices through at least late 2027, with potential relief in 2028-2029 when new fabs come online.

The Irony

Elon Musk recently said Tesla may need to build its own memory fab: "We've got two choices: hit the chip wall or make a fab."

This shortage is fundamentally about AI companies consuming essentially all available memory production, and they're not slowing down their purchasing anytime soon. 😰😰😰

Playstation 6 not until 2028-29.

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