OpenAI locked up 40% of the world's memory supply

TeamGroup’s general manager Gerry Chen warned that December contract prices for some DRAM and NAND categories increased 80-100% month-over-month. He expects availability to worsen significantly in Q1 and Q2 2026 once distribution stockpiles run dry. At that point, according to Chen, obtaining allocation could become difficult “regardless of willingness to pay.”

Wow, this is crazy.