this post was submitted on 08 Dec 2025
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I really don't like the we're pointing the finger at a thing, rather than the businesses who have a history of colluding to raise prices.
This is the big three memory manufacturers choosing to cut back on consumer hardware production to raise prices while enterprise margins are substantially higher. This has nothing to do with AI and everything to do with greed.
They know that by blaming something else they can get away with it more easily, not that this administration wouldn't let them anyway after a little bribe.
On the one hand, you're right. On the other hand OpenAI just signed a deal for around 25-30% of all RAM manufactured in 2026 all around the world.
Not even the finished boards, just the half-done wafers practically so others can't have any. Strategically timed and kept in secret to cause maximum market mayhem.
And nobody is keeping inventory because of the tariff chaos.
So it's not just that, but greed, for example Micron pivoting away from consumer RAM, adds to it.