# There is no end in sight for the GPU supply problem

- URL: https://talkfuse.com/story/there-is-no-end-in-sight-for-the-gpu-supply-problem/
- Published: 2026-11-07T20:45:00+00:00
- Updated: 2026-11-07T21:03:27+00:00
- Original publisher: Engadget
- Original article: https://www.engadget.com/2309554/gpu-supply-problem-no-end-in-sight/
- Topics: Gadgets

## Key points

- AI data centres are intensifying the memory shortage.
- DRAM prices could rise 400 per cent by the end of 2026.
- Industry leaders expect supply to stay tight through 2028.

## Summary

Demand from AI data centres is consuming memory and drawing manufacturers towards more profitable data-centre products, worsening shortages for consumer GPUs and driving prices sharply higher. The article says there is little sign of relief, with some suppliers warning that tight conditions could continue into 2027 and 2028, and possibly beyond.

The shortage centres on DRAM capacity being redirected to high-bandwidth memory (HBM), which AI systems need and which competes for the same production resources. Three firms produce about 90 per cent of global DRAM, while data centres are projected to use around 70 per cent of supply this year. A JP Morgan report forecasts DRAM prices will be 400 per cent higher by the end of 2026 than in 2024; the article also cites the RTX 5090 selling for $4,920, compared with its $1,999 launch price.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.