Out of Memory: How AI Is Breaking the Global RAM Market
Автор: Facts Studio One
Загружено: 2026-02-16
Просмотров: 27
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Artificial Intelligence isn’t just about smarter algorithms.
It’s about hardware.
In this episode of Behind the Facts, we break down the global RAM shortage, why High Bandwidth Memory (HBM) is sold out through 2026, and how AI data centers are reshaping the entire semiconductor industry.
From rising DDR5 prices to trillion-dollar AI infrastructure investments, we explore:
• Why RAM prices are spiking
• How NVIDIA GPUs consume massive HBM memory
• The bottleneck at TSMC and advanced packaging
• The geopolitical impact of US–China chip restrictions
• And what this means for gamers, startups, and the future of computing
The real story behind AI isn’t just clever code.
It’s a battle over memory and compute.
⏰ Timecodes ⏰
00:00 – The Next AI Bottleneck
00:42 – RAM Prices Are Exploding
01:40 – HBM: The Real Shortage
02:55 – Why AI Needs So Much Memory
04:28 – Why Manufacturers Can’t Just Make More
06:23 – The Economic Fallout
07:10 – The Geopolitical Risk
08:00 – The Trillion-Dollar AI Bet
08:37 – When Does This End?
09:44 – Who Controls the Future of AI?
10:02 – The Hopeful Side of Innovation
#AI #RAM #HBM #Semiconductors #DataCenters #techeconomy
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