Memory oligopoly tightens as AI demand locks up supply (nova.kapualabs.com)
Samsung, SK hynix, and Micron control HBM, leaving NVIDIA's roadmap tethered to three suppliers.
Memory supply is now AI's tightest bottleneck — three firms control nearly all HBM, and 2027 capacity is already sold out. NVIDIA's accelerator output depends on this oligopoly. 🔒 https://post.kapualabs.com/z5xfrzmh