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Memory crisis expected to last until 2031, supply already allocated for 2026
(www.tweaktown.com)
this post was submitted on 12 Jan 2026
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I'm not sure there's a way to have proper assurances for such vast sums of silicon and money. You're going with the flow of the speculation at that point. If it pops, their best hope is for bailouts to save them (not unrealistic, but their interlocutors will then be governments, not corporations).
You do have a good point that at a certain point it is not possible to have assurances as in values. However, there are other assurances that can be even more important, such as, contractual ones. If they do not have the proper assurances at that level too up to a certain point, then everyone is highly blindsided on the c suite.
But my biggest point has to do with burning a massive bridge, the consumers, and take a dive into this nonsense.