Dylan Patel from Semianalysis joined us on The Vergecast to break down RAM price hikes. #Vergecast
NvidiaNvidia(US:NVDA) The Verge·2026-02-21 16:00

Oh, of course we were headed towards something totally disastrous here. Did anyone see this coming. >> The thing about this industry is that if you overbuild the most, you end up going bankrupt.And so, as far as like, has anyone seen this. Like, I'm not someone who managed a company, you know, through the last 30 years where 27 competitors went bankrupt and the scars are there, right. The industry has these scars.>> Was there anybody though who who who was like predicting this. Who's like the, you know, the ...

Dylan Patel from Semianalysis joined us on The Vergecast to break down RAM price hikes. #Vergecast - Reportify