DRAM has become one of the most constrained resources in the AI stack. As manufacturers prioritize DDR5 and high-bandwidth memory (HBM) for data centers, the DRAM crunch has become more realized. Supply has tightened, and pricing has surged, reaching as much as three to four times what teams were paying just a year ago.Even hyperscalers are no longer insulated, with reports of partial fulfillment becoming more common. This is not a short-term disruption. Current forecasts suggest these constrain...