Data center memory demand is projected to surge from $60 billion in 2024 to $1.4 trillion by 2030 as AI racks create supply bottlenecks across three key

DRAM prices surged 90-98% in Q1 2026 as AI demand for high-bandwidth memory starves conventional chip supply. NAND flash jumped 55-100% with more increases

The memory that made Nvidia untouchable is scarce, expensive, and sold out to 2027. Qualcomm, Intel, and Google are each betting they can route around it. Qualcomm packs 768GB of…