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A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies. https://t.co/sb9cjApH0L

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I would imagine not 100% was sold to AI, it's likely an exaggeration for clicks. Sony and Nintendo definitely would have secured RAM maybe 1 year ago. I do think once PS5's RAM supply runs out that they will just discontinue the console, instead of manufacturing it for several more years like typ.

I do think Helix will be delayed. Xbox wouldn't have wanted to place as large of an order as Sony, so their order likely would have been rejected. And if I'm right Xbox is done, they would never be able to launch a year later for more money