The AI Memory Crunch Is Coming for Your Wallet: Dave Lee

One frustrating characteristic of the AI boom seems to be that everyone must pay for it, regardless of any interest in using it. For some, it will be through rising utility bills as data centers strain the grid. For even more of us, it will be increasing costs of just about every electronic product you can think of: laptops, smartphones, televisions — perhaps even cars.

The reason is a dire global shortage of memory chips that’s projected to intensify this year and beyond, crippling the tech supply chain for everyone except the largest and richest AI hyperscalers that can buy their way to the ...