According to @CNBC, global memory supply will not meet worldwide demand this year because powerful AI chips from Nvidia (NVDA), AMD (AMD) and Google (GOOGL) require exceptionally large amounts of memory, pointing to a concrete shortage in the AI hardware stack (source: CNBC, Twitter post dated Jan 15, 2026). For trading decisions, this confirms a supply–demand imbalance in memory tied to AI compute that market participants closely monitor across AI chip ecosystems and upstream memory components (source: CNBC, Twitter post dated Jan 15, 2026).