The timeline on this is genuinely insane.
October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.
Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months.
December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense.
March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it.
Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting."
MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper.
Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
One family, the right-wing Trump-aligned Ellisons, will soon control:
TikTok
CBS
CNN
HBO
Discovery Channel
BET
Cartoon Network
Comedy Central
DC Studios
Fandango
Miramax
MTV
Nickelodeon
Paramount
PlutoTV
Showtime
TBS
The CW
TNT
Warner Bros.
And more
This is oligarchy.
2026 marks a monumental milestone: the 25th anniversary of The Fellowship of the Ring – the epic beginning of Peter Jackson’s legendary Lord of the Rings trilogy!
This is more than an anniversary; it’s a chance to unite fans everywhere for “One reunion to rule them all.”
Get ready for Empire’s world-exclusive reunion issue, packed with brand-new interviews, stunning cast photos, and so much more – available Thursday, 15 January. Don’t miss this historic celebration!
Corsair just made the perfect keyboard. Despite its small size, the Vanguard 96 packs a full numpad, a sleek design, and a vibrant 1.9” customizable LCD display! This mechanical gaming keyboard has everything you could ever need, I wish I’d gotten to it sooner! #ad@CORSAIRANZ
Married at last! 🥳📷
After months (if not years) of planning, Sharla and I enjoyed the most incredible day, surrounded by so many amazing people. Truly the perfect end to 2025!
We chose Christmas as it's our favourite time of year. A time to be cosily tucked away indoors alongside friends and family.
I have to say a huge thank you to everyone who's been a part of our journey over these years. We're beyond blessed to have a spectacular community of people around the world.
Have yourself an amazing Christmas! I'm eternally grateful to you all! 🍻🎄
As much as Chris tortures me in his videos I cannot recommend this video enough, the internet is in an extremely precarious and fucked place right now, companies have monetized and insentivised people to push extreme narratives to enrich themselves. Vid explains it well.
Thank you @RazerANZ for the new Razer Iskur V2 X.
The base is super wide! So gamer’s If you like gaming with your legs up just like me then this is the chair for you!
Also there’s covers! Spilt food? Or want to change up your vibe? They got you covered. #Gifted#IskurV2X