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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

394 points · 443 comments · speckx

  1. zsoltkacsandi · · focus · HN ↗
    No one will use AI products if there won't be consumer products because of RAM shortage.
    1. glitchc · · focus · HN ↗
      The future is starting to resemble smartphones that use predominantly RAM for local compute and inference while all persistent storage is managed by the cloud.
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