The AI memory squeeze is about to hit Europe’s shopping baskets
THE SO WHAT
Currys warning that phones, laptops, and TVs will get more expensive as AI-driven memory demand bites means the AI boom is now a consumer inflation story, not just a data center one. If you ship hardware or rely on consumer device refresh cycles, revisit your pricing and promo assumptions for late 2026 — memory may be your hidden P&L swing factor.
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