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2027 RAM Capacity Has Reportedly Been Sold out
(www.ign.com)
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this post was submitted on 07 Aug 2026
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OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:
You and I are the victims of this until the bubble finally pops and the deal falls through.
We're way downstream. The "victims" are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.
Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.
That's not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.
Local small businesses are being priced out of self hosted server options since ~October (Source: MSP)