Upgrading hardware is usually a straightforward decision: Your device slows down, you replace it. But 2026 isn’t showing a typical hardware cycle. Increased demand for memory from AI data centers has tightened the current and future supply of RAM (random access memory, a form of electronic computer memory), putting upward pressure on production costs. What does this mean for you? Prices and availability may never get better.
- Serial line driver is slow.
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The reality of this horizontal scaling is currently playing out in the form of two very different deals. Netflix recently announced its forward-looking acquisition of InterPositive, the AI filmmaking company founded by Ben Affleck, which builds technology to streamline production workflows while maintaining the creative integrity of human storytellers. The other — a more traditional horizontal scaling on a massive scale — is the Paramount Skydance acquisition of Warner Bros. Discovery — its studios, HBO, and linear networks — in a deal valued at roughly $111 billion. (Of course, the Paramount deal is going through after Netflix decided to drop out of the bidding for WBD.)
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