Sony is considering pushing PS6 back to 2029.

not because of game development. because AI data centers are eating all the memory chips.
3 companies control 95% of the world's memory chips.
AI is now consuming 70% of their output:
- one Nvidia rack uses enough memory for 1,000 smartphones.
- hyperscalers are spending $650B on data centers this year.
- 3x what they spent in 2024.
the fallout:
- DRAM prices up 75% in one month
- Nvidia cancelled gaming GPUs for the first time in 30 years
- Oppo cut shipment forecasts 20%
- Musk says Tesla needs to build its own memory fab
the AI boom has a tax. you're already paying it.