AI Gets Memory; Consumers Get Shortage: Micron-Anthropic Deal Exposes DRAM Allocation Crisis
TL;DR
* 80–90% DRAM Spike Is Just the Beginning—Industry's Recovery Narrative Won't Hold. With AI compute locking up memory supply and manufacturers prioritizing AI contracts over general market, what stops DRAM prices from climbing through 2028?
* Serverless HPC: 50% TCO Savings vs. Ephemeral Security