Navigating the Race for AGI: A Memory and Storage Crisis
The demand for artificial general intelligence (AGI) is reshaping the tech landscape. With rapid investments in data centers, manufacturers are struggling to keep pace, particularly in the memory and storage sectors.
Key Highlights:
- DRAM & Storage Shortages: Prices have surged, with memory kits doubling in cost. Enterprise-grade HDD delivery times are now up to two years.
- Shift to QLC NAND: To cope with delays, hyperscalers are pivoting to QLC NAND-based SSDs, opting for cost-effectiveness and sufficient endurance for cold storage.
- Emerging Trends: QLC NAND is predicted to eclipse TLC in popularity by early 2027, amidst rising prices and hoarding concerns.
Remain aware of the following:
- NAND production capacity is booked through 2026.
- Companies are prioritizing AI clients, squeezing regular consumers even more.
Stay informed on this evolving narrative. Share your thoughts and experiences in the comments!
