Consumer Hardware Is No Longer the Priority.

For a long time I was the kind of tech obsessive who tracked every launch. Every new CPU, every GPU refresh, every benchmark leak. Eventually I realized something freeing. You can wait. Technology gets good enough, and older hardware still gives you access to what once was high end. Cheap laptops today can do almost everything. Browsing, coding, light creative work, even some gaming. The future looked like patience would always win.
But now that assumption feels shaky. But check out my bling though...

If AI really is the future, then consumer access might not be guaranteed. The companies that once relied on consumers to move volume are now selling to AI firms that can evaluate pricing far more rationally. They sign massive contracts, commit years ahead, and absorb costs that individual buyers never could. From the manufacturer’s perspective, that customer is simply better. The thing that stings is that people were waiting for Black Friday sales for building pc's.

Memory is the clearest example. RAM always felt abundant. It was the component you expected to get cheaper over time. But all DRAM starts the same way, with 300 mm semiconductor wafers. Those wafers are expensive, difficult to produce, and controlled by a very small number of suppliers. When AI companies place enormous long term orders, wafer capacity stretches instantly.
That creates two problems at once. There are not enough wafers to satisfy every product line, and the cost of each wafer rises. Even if consumer demand stayed flat, wafer scarcity alone pushes prices up across the board.
On top of that, manufacturers have learned from past pain. For years the memory market was defined by oversupply and brutal price crashes. This time they are managing production deliberately. Output is scaled carefully, inventories are kept tight, and pricing is protected. It is healthier for balance sheets, but worse for buyers.
DDR4 is being phased out not because it stopped working, but because production focus has moved. DDR5 is where margins are, and AI demand guarantees it will be absorbed. Consumers are no longer the priority market, they are the leftover market.