Your 2026 Infrastructure Budget is Obsolete. DRAM prices are projected to double this quarter. This isn't a typical cycle; it’s a structural revaluation of global silicon. The "Why": Fabs are practicing "wafer triage." To meet AI demand, they are cannibalizing standard DRAM production for High Bandwidth Memory (HBM) at a 3:1 ratio. Every AI chip produced effectively kills the supply of three "regular" memory chips. The Implication: Your routine server and PC refreshes are now in a direct bidding war with global AI hyperscalers for the same limited silicon. In this allocation-led economy, the "Memory Winter" will likely persist through 2028. If you haven't re-baselined your infrastructure costs yet, you’re already behind. Full story here: https://www.theregister.com/2026/02/02/dram_prices...
