Rising demand for AI is causing a global shortage of DRAM and NAND storage, with prices expected to increase by over 50%, potentially forcing enterprises to postpone on-premise AI deployments.

A significant global shortage of DRAM and NAND storage is causing price hikes of over 50% and long delivery delays, creating a major bottleneck that could stall on-premise AI projects for many enterprises in 2026.

The rapid growth of AI is causing a shortage of memory chips, which is expected to drive up the prices of PCs and smartphones by 10-20% in 2026. The supply constraints could last until 2027 or longer.