Memory crunch hitting harder than expected. Micron's latest forecast signals RAM constraints will persist well into 2027, which is raising eyebrows across the tech stack. The company emphasizes that adequate memory capacity is now non-negotiable for AI workloads—and by extension, for powering the compute-intensive infrastructure that blockchain networks rely on.

This supply tightness could ripple through the crypto ecosystem. Node operators, particularly those running validators for proof-of-stake networks, depend on robust RAM availability. As AI integration deepens across Web3 applications, the bottleneck in memory production becomes a real constraint on infrastructure scaling. Worth monitoring how this shapes investment decisions in node hardware over the next 18-24 months.