The RAM shortage could last years
Nikkei Asia reports DRAM suppliers may meet only 60 percent of demand by end of 2027. SK Group's chairman says shortages could persist until 2030. Samsung, SK Hynix, and Micron are expanding production capacity.
The Wire · AI & work
Pulled from MIT Tech Review, Ars Technica, The Verge, the BLS, and Hacker News every 15 minutes. Summaries by Claude; source links go straight to the original publisher.
Nikkei Asia reports DRAM suppliers may meet only 60 percent of demand by end of 2027. SK Group's chairman says shortages could persist until 2030. Samsung, SK Hynix, and Micron are expanding production capacity.
Satellite and drone imagery show construction delays affecting 40% of US data centers planned for 2026, with energy bottlenecks and local resistance contributing to slower buildouts.
Dr. Wael Salloum argues the key competitive advantage in enterprise AI lies not in foundation models but in controlling the operating layer where AI is deployed, governed, and continuously improved across an organization.
Allbirds, the fashion brand, is abandoning its clothing line to pivot into AI compute infrastructure. The move is compared to Long Island Blockchain's 2017 rebrand, suggesting a stock-boosting strategy amid AI market enthusiasm.
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