2027 memory capacity is reportedly sold out

What commenters are saying

Commenters debate whether this signals a genuine demand surge or a speculative bubble that could pop. Some argue AI progress is accelerating and datacenter buildout will continue regardless of stock prices. Others worry about default risk if AI companies fail to pay, noting memory makers are not expanding capacity. A reference to historic memory price data shows current DDR5 costs have regressed to 2011 levels in real dollars, though the RAM is faster. One commenter suggests the first effect of a bubble would be increased user costs for AI services, not canceled datacenter builds.