The Great Hardware Winter: When AI Ate the World’s RAM
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The Great Hardware Winter: When AI Ate the World’s RAM
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About this listen
Is the era of affordable PC building over? In this episode of The AI Valley Podcast, Vikas and Sachin are joined by hardware expert Kunal Deo to discuss the 'Hardware Winter.' We break down the rumor that OpenAI acquired 40% of the global DRAM supply, why a single stick of RAM might soon cost $1,500, and why manufacturers like Samsung and SK Hynix aren't rushing to build new factories. Plus, we discuss how this scarcity might finally kill 'lazy software' and spark a new wave of efficient coding.
In this episode:
- The 4D chess move by Sam Altman that shocked the market.
- Why RAM and SSD prices won't drop until 2028.
- Why you should buy hardware now rather than wait.
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