On the one hand, you’re right. On the other hand OpenAI just signed a deal for around 25-30% of all RAM manufactured in 2026 all around the world.
Not even the finished boards, just the half-done wafers practically so others can’t have any. Strategically timed and kept in secret to cause maximum market mayhem.
And nobody is keeping inventory because of the tariff chaos.
So it’s not just that, but greed, for example Micron pivoting away from consumer RAM, adds to it.
On the one hand, you’re right. On the other hand OpenAI just signed a deal for around 25-30% of all RAM manufactured in 2026 all around the world.
Not even the finished boards, just the half-done wafers practically so others can’t have any. Strategically timed and kept in secret to cause maximum market mayhem.
And nobody is keeping inventory because of the tariff chaos.
So it’s not just that, but greed, for example Micron pivoting away from consumer RAM, adds to it.