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This was the whole point of AI to begin with. To replace the means of production.

AI slop is the output of digital feudalism.

Microsloth rode in on the AI horse. They can stick with that ride. Many people have dropped it for Linux and aren't going back.

The AI boom just hit a wall nobody saw coming.

And it's not software. It's not regulation. It's not even energy...

It's memory chips.

Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%.

And almost nobody understands why.

Here's the "hidden" crisis the AI industry is trying to hide:

AI data centers are hoarding memory.

Not GPUs. Not processors. MEMORY.

Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping.

One problem: There are only 3 companies in the world that can make it.

Samsung. SK Hynix. Micron.

That's it.

And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers.

The math that breaks everything:

1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM.

AI will consume 20% of global DRAM production in 2026.

But the thing is, consumer demand for RAM didn't disappear.

PCs still need memory. Phones still need memory. Cars still need memory.

But there's no capacity left to make it.

The price explosion:

RAM prices are up 246% in the last 6 months.

DDR5 contract prices jumped 100% month-over-month in some cases.

Dell's CFO said he's "never witnessed costs escalating at this pace."

SK Hynix and Micron? Sold out through all of 2026.

Micron straight up EXITED the consumer memory market entirely to focus on AI customers.

If you're not building an AI data center, you're not getting memory chips.

AI data centers pay 3-5X margins compared to consumer products.

So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business?

Easy choice.

Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop.

It's a zero-sum game. And consumers are losing.

The dangerous cascade effect:

Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory.

Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026.

Xiaomi and other smartphone makers are cutting shipment targets.

Even Intel's crash last week? Partially driven by memory shortages limiting chip production.

This is a PERMANENT reallocation of the world's silicon capacity.

Not a temporary supply hiccup.

For decades, consumer electronics (phones, PCs, laptops) drove memory production.

Now? AI data centers are the priority customer.

And that priority shift is reshaping the entire tech economy.

The timeline Is worse than you think:

Industry analysts project shortages lasting through 2027, maybe 2028.

Why?

Because building new memory fabs takes 3-5 YEARS.

Micron's new Idaho fab won't meaningfully impact supply until 2028.

Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM.

So we're stuck.

AI companies need memory to scale.

But producing that memory DESTROYS the supply chain for everything else.

My question here:

Everyone's betting on AI scaling infinitely.

But what if the AI boom STALLS because there's not enough memory to support it?

What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"?

Intel crashed 17% because they can't manufacture enough chips.

The root cause though? Memory shortages limiting what they can even produce.

Nvidia is cutting GPU production by 40%.

AMD is struggling to get GDDR6 for Radeon cards.

This isn't just a consumer problem. It's an AI infrastructure problem.

And if memory doesn't scale, AI doesn't scale.

The AI industry sold you on infinite scaling.

But they forgot to mention the part where there's only 3 companies making the memory chips that power everything.

And all 3 just chose AI data centers over you.

Even Nvidia can't make enough GPUs to meet demand.

Not because of energy. Not because of regulation...

But because the memory supply chain is BROKEN.

And it won't be fixed until 2028.

Gamers Nexus has been doing deep dives on AI and how it has been sucking up all the thinking stones.

Whoever makes it 1st we all die