The RAMpocalypse is suffocating Apple's MacBook Air supply, with delivery delays up to a month — here's what to buy instead
THE SO WHAT
Memory constraints are now a first-order planning variable for endpoint fleets. If your teams depend on local AI workloads, lock in RAM-heavy configs early and diversify vendors rather than assuming just-in-time laptop procurement will hold.
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When a memory vendor can credibly guide strong revenue growth through decade-end, it’s a bet that AI and data-heavy workloads will keep DRAM/NAND pricing power elevated. If you’re a large infra buyer, lock in multi-year supply and pricing where you can—this is not a market assuming mean reversion anytime soon.
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