Every leading-edge chip — including the Nvidia processors announced this week — is printed by one machine, made by one company in the Netherlands. ASML's EUV monopoly is the most important, and most fragile, link in the tech economy.
At COMPUTEX, Nvidia unveiled RTX Spark — its first PC processor — plus a data-center CPU in full production and a deskside supercomputer running Windows. Intel fell 6%. The catch is whether Windows on Arm can run your software.
A radiologist asked me to price out the same compact workstation he bought last May. The price had tripled. Even the best alternative I could find was 59% more than what he paid ten months ago.
Data centers will consume 70% of all memory produced in 2026. The shortage is now hitting cars, TVs, and appliances—and manufacturers are already selling 2028 capacity.
The HP EliteBoard G1a is a complete Windows workstation in a keyboard form factor, with up to 64GB RAM and enterprise-grade serviceability.
AI data centers are devouring global memory supply, driving a 171% price surge in 2025. Laptops are getting more expensive, specs are shrinking, and relief isn't coming until 2027 at the earliest.