A severe shortage of NAND flash, driven by the enormous demand for it to expand AI data centers, makes procurement impossible. Sony is currently unable to fulfill orders for CFexpress Type A, CFexpress Type B, and SDXC/SDHC memory cards.
The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast to tick up.
Developers promise "community investments," downtown revitalization, and a new "AI Center." What they don't say is that this development comes tethered to a massive resource-intensive data center that will cost billions, create pollution, and concentrate profits for the corporations and CEOs at the top-not the surrounding communities. This is not innovation, it's exploitation.
Leaders from Google, Meta, Microsoft, Oracle, OpenAI, Amazon, and xAI met with President Donald Trump today to sign a "rate payer protection pledge." It's one way they're responding to growing bipartisan concerns about electricity rates rising as tech companies and the Trump administration rush to build out a new generation of AI data centers.
Sony and Nintendo are reportedly feeling squeezed by RAM shortages as demand from AI data centers takes up an increasing share of memory chip production. In response to rising costs and dwindling chip supplies, Sony is considering pushing back the release of its next PlayStation console "to 2028 or even 2029," according to industry sources cited by Bloomberg, while Nintendo may increase the $450 price of its Switch 2 console this year.
Corning Incorporated ( NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month. Corning's 2026 is so good, it's now the 6th top performing stock in the entire S&P 500. The 175-year-old materials science company is riding three converging waves: stellar earnings execution, a massive partnership with Meta, and surging demand for AI data center infrastructure.
The Associated Builders and Contractors trade group estimated in a report last month the industry will need to bring in 456,000 new workers in 2027, up 30.7% from the 349,000 needed this year. "Failing to do so will worsen labor shortages, especially in certain occupations and regions, placing further upward pressure on labor costs," ABC Chief Economist Anirban Basu warned in a statement.
Applied Digital ( NASDAQ:APLD ) has posted strong gains in 2026, rising nearly 68% year-to-date. The company has largely shaken off the concerns from last year over its heavy debt load used to finance rapid AI data center expansion. Yesterday, its stock surged more than 14%, closing at $41.35 per share, and Nvidia ( NASDAQ:NVDA ) deserves credit for the gain. Debt Remains a Growing AI Headwind
Global PC shipments rose by 9.6% in the fourth quarter of 2025, according to IDC's latest Worldwide Quarterly Personal Computing Device Tracker, however, it is unlikely those increases will continue, due in part to a pending memory shortage that will impact both enterprise and consumer markets. IDC stated in a release that it expects that the PC market will be far different in 12 months, given how quickly the memory situation is evolving.
While the holiday season typically drives stronger demand, the surge in late 2025 was further amplified by emerging memory shortages that led buyers and brands to secure inventory ahead of anticipated price increases in 2026,
Meta has forged agreements with three nuclear power providers in an effort to secure the vast amount of electricity it needs to power AI data centers. The agreements with TerraPower (which is backed by Bill Gates), Oklo (backed by Sam Altman), and Vistra are expected to deliver 6.6 gigawatts of energy for Meta's projects by 2035 - which is enough energy to power Ireland.
A lot of the hoopla started when investors questioned Oracle's ( NASDAQ:ORCL) heavy debt load for the OpenAI deal. Capital expenditures came under pressure, and people wondered how OpenAI would be able to pay $300 billion over five years. That contract starts in 2027, and rumors circulated that OpenAI pushed back its data center completion to 2028, a year later than initially planned. It put more pressure on AI data center providers like IREN, even though Oracle refuted the rumor on the same day.
When Sam Altman said one year ago that OpenAI's Roman Empire is the actual Roman Empire, he wasn't kidding. In the same way that the Romans gradually amassed an empire of land spanning three continents and one-ninth of the Earth's circumference, the CEO and his cohort are now dotting the planet with their own latifundia-not agricultural estates, but AI data centers.
The land around Hassayampa Ranch, 50 miles west of Phoenix, is dotted with saguaro cacti and home to coyotes, jackrabbits, and rattlesnakes. Its few hundred human residents were largely drawn by the tranquility and clear skies for stargazing. But several of the biggest names in Silicon Valley are suddenly very interested in what happens on this serene stretch of desert.
