There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics.

Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, while Apple’s upcoming A20 chip raises questions about pricing strategies.

Join us for insights on how consolidation among DRAM suppliers and fierce competition shape the tech landscape, and the potential effects on consumers moving forward!

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TIMESTAMPS

0:00 The AI Memory Crisis
3:12 The Rise of Memory Prices
6:21 Apple vs. NVIDIA: The Memory Battle
9:17 The Memory Manufacturing Giants
13:22 The Shift in Market Dynamics
14:37 The Future of Memory in 2026
18:05 The New Gold Rush for AI
18:59 Your Stories: Impact of Rising Costs
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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Intro to Theology of the Body