Altman's stance has already drawn plenty of ire across the internet. "From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer and being used 5% of the time," Altman said during the YouTube interview. "You want maximum utilization in the cloud if you're trying to deal with this very supply-constrained environment. And somehow many people's intuition is the opposite of that."
The people deserve to have their RAM too! https://t.co/q6dwauALw4 November 1, 2026
Even Apple, a company previously thought immune to component price increases, hiked prices across its lineups earlier this year. Its recent iPhone launches saw a price increase across the board, too. Beyond Apple, Lenovo said in June that it didn't expect prices to return to pre-2026 levels anytime soon, if ever. Makers of DRAM, Samsung and SK hynix, have also warned that AI-driven memory shortages will last until 2027 and beyond .
As the perceived demand for more AI data centers shows little sign of slowing, the demand for the components that power them will similarly maintain levels that put all other technology at risk of price increases and limited availability.
OpenAI CEO says it's 'quite terrible' for your PC to have RAM
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/elon-musk-mocks-openai-ceo-sam-altmans-claim-that-pcs-having-ram-is-terrible-the-people-deserve-to-have-their-ram-too#main
- https://www.tomshardware.com/membership
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Informational only. No financial advice. Do your own research.