haxxiy on 21 January 2026
| Jizz_Beard_thePirate said:
Data centers will consume 70 percent of memory chips made in 2026 - supply shortfall will cause the chip shortage to spread to other segments |
I wonder how the WSJ reached that 70% number because by previous estimates (by sources I would consider more reliable) it was going to be 20% in 2026. It's noteworthy Tom's Hardware itself also has a past of fumbling their math epically when it comes to this with their "40% of DRAM going to OpenAI's Stargate" article.
It could be a thing of hyperscalers vs. all enterprise data centers, I don't know. In which case it would also be interesting to know how much of "memory chips" historically went to enterprise consumers.
