Micron's CEO says 2027 memory prices are already far higher than 2026, with the AI buildout driving a multi-year supply squeeze.
Memory executives told Ars Technica the current RAM shortage isn't a short-term blip — pricing for 2027 contracts is already running well above 2026 levels, and the crunch is expected to persist through 2028. AI data center demand for high-bandwidth memory is the primary driver cited.
The shortage compounds pressure already visible in GPU and power constraints, meaning compute cost isn't just about chip availability anymore — it's a full-stack hardware bottleneck.
A multi-year RAM shortage raises the cost basis for every AI company building or renting infrastructure, and locks in higher prices for anyone signing hardware contracts now. Operators planning AI infrastructure budgets through 2028 need to price in sustained memory inflation, not a return to normal.
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