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Google’s TurboQuant, a data-compression algorithm, is designed to help AI models run more efficiently by reducing the memory required to process data. While the development could be read as a potential tailwind for RAM demand—implying less memory would be needed in practice—the article argues that the effect is likely to be the opposite, consistent with a long-standing economic principle: when a technology becomes more efficient, usage often expands rather than contracts. “We never imagined that a technology born from the academic question 'how to compress data more perfectly?' would have such a large social and economic impact,” Han In-su said, as cited by the Financial Times.
Instead of ending the memory boom, the market is entering a new phase characterized by broader adoption of AI and a slower growth cycle that could last longer than expected. One sign highlighted is that DRAM makers are increasingly signing multi-year contracts with major technology firms to secure stable supply—an approach described as less common in the past.
Samsung’s first-quarter results are cited as reinforcing this outlook. The company’s DRAM division generated about $37 billion in revenue, with operating profit described as on par with many leading technology firms. The article also notes that DRAM contract prices are expected to rise further in coming quarters.
Dell CEO Michael Dell is also referenced, saying memory demand could reach unprecedented levels as the amount of RAM required per AI processor continues to increase significantly.
The article adds that the shortage can only be resolved when new production plants come online, because demand shows little sign of cooling. Several analyses cited suggest the tightness could extend to the end of 2027 or beyond, depending on how quickly suppliers expand capacity.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
