Shrishailya Chavan on X: “@jatinkrmalik Speculation is fine until the entire supply chain starts optimizing for a world that only exists on pitch decks. At some point, physics, cash flow, and grid capacity pull everything back to reality.”
The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet been built, powered by infrastructure that may never appear, to satisfy demand that does not actually exist and to obtain profit that is mathematically impossible.
The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet beenβ¦
This is the cleanest summary of the AI hardware bubble. Weβre pre-paying for a future supply chain, future workloads, and future profits that may never converge. Itβs not RAM scarcity itβs speculative coordination failure at industrial scale.
Speculation is fine until the entire supply chain starts optimizing for a world that only exists on pitch decks. At some point, physics, cash flow, and grid capacity pull everything back to reality.
This entry was posted on 2026/01/12 at 10:06 and is filed under Uncategorized.
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