US Industry Groups Warn AI Data Centers Will Consume 70 Percent of Memory by 2026

Nine US industry groups are warning that AI data centers will consume up to 70% of global memory production by 2026, creating severe supply shortages for consumer electronics. The coalition argues this demand is driving unprecedented price spikes and disrupting key hardware supply chains across the United States.

AI data centers are monopolizing global memory chip capacity, leaving insufficient supply for personal computers and gaming consoles.

The petition targets the growing imbalance between server-grade DRAM and standard computer memory. Industry leaders state that AI infrastructure is monopolizing global storage chip capacity, leaving insufficient supply for personal computers, gaming consoles, and mobile devices.

DRAM prices already surged over 60% in 2025, with further increases projected through 2027 according to market trend analysis. The coalition warns that consumer electronics will face sustained price hikes as manufacturers compete for limited memory inventory.

The groups urge the Trump administration to expand domestic and allied production using trade agreements or CHIPS Act funding mechanisms. They argue that securing stable memory supply chains is critical for maintaining US technological competitiveness and protecting household budgets from inflationary pressure.