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AI Infrastructure Crisis Deepens as Demand Outpaces Supply, Experts Warn of Worsening Shortages Through 2027

AI Infrastructure Crisis Deepens as Demand Outpaces Supply, Experts Warn of Worsening Shortages Through 2027

Mar 09, 2026
Martin Alderson

A deepening AI infrastructure crisis is forcing companies like Anthropic to actively degrade their own products to conserve compute, as surging demand from agentic tools outpaces supply — and with DRAM constraints expected to cap growth at 15GW until 2027, experts warn inference shortages will worsen through 2026 and 2027, …

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