
A couple of weeks ago I reported on the idea that the AI was going to cause a run on all kinds of memory and storage hardware. Well, it's already happening according to no less an authority than the chairman of memory specialist ADATA.
ADATA's Chen Libai has said that supplies of all the major memory and storage technologies—DRAM, NAND, and HDD—are now in shortage. Chen says it's the first time that has happened in 30 years.