Odd Lots: How AI Is Causing DRAM Prices to Surge (Podcast)
Original Report
For years, DRAM — or Dynamic Random Access Memory — was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all...
For years, DRAM — or Dynamic Random Access Memory — was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all that’s changed. AI has created voracious demand for DRAM and consumer facing companies are being forced to either curtail supply or raise prices due to exploding costs. But what is it about AI that consumes so much memory, and when will the market rebalance itself? On this episode, we speak with Ray Wa
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Ralph Linton (1936), Identity Politics, and the Concept of Ascribed Status
Ralph Linton, arguably the father of what we now call identity politics, had some impressive insights as well as blind spots.
Submarine Tech-Firm Gabler Group Plans IPO in Frankfurt
Gabler Group, a maker of submarine technology components that derives most of its revenue from defense contracts, announced plans for an initial public offering in Frankfurt.
The AI Stock That Could Turn the Tables on the "Magnificent Seven"
European markets edge higher as investors assess Munich Security Conference
Stock markets in Europe began the week in positive territory after edging lower on Friday.