The CEO of Micron directly stated that memory chips will be in "super shortage" over the next two to three years. How will this affect the world?

1) Making AI chips cuts off the lifeline of regular chips.
HBM (AI memory) is extremely consuming of wafer capacity. For example, previously this piece of land could build 10 residential buildings (phone and computer memory), but now it's all used to build one super luxury villa (AI memory). The result is that whether you buy AI devices or not, your phones, computers, and hard drives will all face a "panic price hike."
2) Robots are the true "money-eating beasts."
"The memory of a humanoid robot in the future will be 10 times that of today's smart cars!" What does that mean? One robot consumes the equivalent of 10 cars or a hundred phones! In a few years, when millions of robots are sweeping floors and screwing bolts on the streets, the memory factories' printing presses will be smoking.

3) The end of computing power is actually being bottlenecked by memory.
People used to think Nvidia was amazing, but now it's clear that no matter how fast the GPU (brain) spins, if the memory (memory) is like a goldfish, AI is still an idiot. Today's large AI models are already choked by memory capacity, which means memory manufacturers now hold absolute "pricing dominance" and can raise prices however they want. $BTC