RAMageddon: the chip shortage due to AI is affecting electronics prices (and your business)
What's happening? Large technology companies are aggressively buying cutting-edge chips to train AI models. This demand is so large that there aren't enough chips available for everyone else: computer manufacturers, smartphones, servers. The result: higher prices and reduced availability.
It's like when a single company buys all the available wood in a region to build factories. The local carpenter, the house builder, the furniture maker—all face shortages and high prices.
How does it affect you? If your business needs to buy or upgrade computers, servers or electronic devices in the coming months, expect to pay more. A small agency that needs 10 new laptops will see a cost increase. A startup that requires cloud infrastructure will have higher bills because cloud providers are raising their service prices.
Additionally, some specific devices simply won't be available. If your process depends on a particular server or a computer with specific features, you could face delays.
What to do now? Review your technology plans for the next 12 months. Will you need to buy or upgrade equipment? Do it soon, before prices rise further. If you have budget, accelerate investments in critical infrastructure. For non-critical spending, wait for supply to normalize—probably in 2027.
Source: Financial Times
What does this mean for you?
If your business uses technology, budget for cost increases in hardware during 2026-2027. If you need to buy equipment or servers, consider doing it now before prices rise further due to chip shortage.