There Is a RAM Shortage (npr.org)

• HBM demand is cannibalizing traditional DRAM manufacturing capacity.
• Lead times for enterprise-grade RAM are rising significantly.
• Strategic vulnerability for European AI sovereign cloud projects.

"A tightening supply of Random Access Memory (RAM) is emerging as a critical bottleneck for European digital sovereignty. Driven by exponential demand for High Bandwidth Memory (HBM) required for AI server clusters, manufacturers are deprioritizing legacy DRAM modules. This shift increases costs and procurement lead times for European heavy industry and cloud providers, potentially stalling local AI deployment projects."