Technology giants including OpenAI, Microsoft, Google, Meta, Amazon and Nvidia are collectively investing hundreds of billions of dollars in AI infrastructure. That investment has triggered an unprecedented surge in demand for advanced memory chips. As chipmakers divert production towards higher-margin AI memory, supplies for smartphones, laptops and other consumer electronics are beginning to tighten. Semiconductor executives warn that supply constraints could continue well into 2027. If the shortage worsens, the impact may not be limited to AI companies. Consumers could end up paying more for everything from smartphones and gaming consoles to cloud services and even cars. There is a…
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