Latest Analysis

Photo: Gorodenkoff/Adobe Stock

Photo: Gorodenkoff/Adobe Stock

AI Has a Memory Problem

As AI data centers consume a growing share of global memory supply, shortages of advanced memory chips are emerging as a critical constraint on AI deployment and industrial competitiveness. Policymakers must expand memory and packaging capacity to avoid future bottlenecks.

Newsletter by Shruti Sharma — June 25, 2026

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