On top of AI focused customers taking precedent for the three major RAM manufacturers, which produce 92% of the world RAM, OpenAI has bought up 40% of RAM supply for the next few years. Micron, a storage and RAM maker opted to stop supplying consumers and only focus on businesses in 2025, and it stated in its June earnings report, that it expects the shortage to continue until 2028. Worse, Lenovo has warned that it anticipates pricing will never return to pre 2025 levels again. Waiting around...
