I believe we're in the middle of a "perfect storm" and AI is not the only one to blame:
- Right now A LOT of PCs are getting out of date because Windows 11 wants some new hardware that's missing in older PCs.
- At the same time, smartphones were starting to use and need more memory.
- Modern cars (mostly electric) have much more electronics inside than older ones... they're now distributed systems with several CPUs working together along a bus.
- The cloud needs to upgrade and newer servers have much more memory than older ones with almost the same foorprint (wich means you need to lease less datacenter space).
- And GPUs for AI are in demand and need RAM.
But only AI is to blame although we're living in a perfect storm for RAM demand.
- Right now A LOT of PCs are getting out of date because Windows 11 wants some new hardware that's missing in older PCs. - At the same time, smartphones were starting to use and need more memory. - Modern cars (mostly electric) have much more electronics inside than older ones... they're now distributed systems with several CPUs working together along a bus. - The cloud needs to upgrade and newer servers have much more memory than older ones with almost the same foorprint (wich means you need to lease less datacenter space). - And GPUs for AI are in demand and need RAM.
But only AI is to blame although we're living in a perfect storm for RAM demand.