Sahara AI 🔆(@SaharaAI):Micron, one of three companies on earth making specialized memory chips that let AI systems run at scale, says that memory chip supply stays tight through 2027. Read that as a chip story if you want, but the less comfortable read is that memory scarcity doesn't affect everyone equally. It gets allocated to the biggest buyers first. Shortages like this make the current leaders harder to displace and the field gets less competitive.

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@SaharaAI

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Sahara AI 🔆@SaharaAI

2026.06.29 12:34

Micron, one of three companies on earth making specialized memory chips that let AI systems run at scale, says that memory chip supply stays tight through 2027. Read that as a chip story if you want, but the less comfortable read is that memory scarcity doesn't affect everyone equally. It gets allocated to the biggest buyers first. Shortages like this make the current leaders harder to displace and the field gets less competitive.