PC makers

AI server demand has caused a shortage of printed circuit boards, with order books reportedly full until 2030, lead times stretching to 30 months, and material costs rising as much as 12-fold. PC makers who compete with AI infrastructure suppliers for the same boards and materials face higher costs and longer waits, potentially raising consumer PC prices.

OpenAI CEO Sam Altman said it is 'quite terrible' for PCs to have RAM, arguing that data centers offer far better memory utilization. His comments have drawn attention because they suggest cloud-hosted computing could replace local memory in future hardware, a claim likely to spark debate among PC builders and hardware makers.