Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
CES 2026, themed “AI Forward,” signaled a shift by global tech giants from generative AI models and computing power toward physical AI. Companies showcased AI PCs and notebooks, AI smart glasses, and humanoid robots, targeting emerging opportunities in the edge AI device market.
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