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this post was submitted on 09 May 2026
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Technology
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The reason you can't buy RAM anymore is that "projections" are 16gw+ of AI deployment in US this year requires 70% of RAM to be for AI. 5gw is a practical ceiling for projects currently in active development. NVIDIA not only is growing its undelivered inventory at huge rates ($30B latest), its customers have $150B in "Construction in process" inventory as they aren't getting transformers and utility hookups to finish/power on their datacenters. The circular financing by NVIDIA is just forcing their customers to shift unused GPU inventory into their warehouses. It eventually leads to less new sales/manufacturing of their GPUs, and then hopefully, RAM price normalization.