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.

OpenAI has announced a landmark $10 billion agreement with chipmaker Cerebras to deploy 750 megawatts of AI computing power by 2028, significantly expanding its hardware infrastructure and reducing its reliance on Nvidia.