Bloomberg: AI memory demand may push PlayStation launch to 2028–29

Bloomberg says Sony is considering pushing back the debut of its next PlayStation console to 2028 or even 2029, as AI-driven demand for memory strains supply. The squeeze stems from the buildout of AI data centers. Companies like Alphabet Inc. and OpenAI are buying millions of Nvidia AI accelerators that come with large memory allotments, leaving consumer electronics makers competing for chips from Samsung and Micron.

The premium and DIY PC segment has already felt the effects after Micron ended its Crucial brand of consumer memory sticks. Kelt Reeves, CEO and founder of custom PC maker Falcon Northwest, said Crucial’s demise started a "stampede" to secure inventory and drove memory prices to new highs in January.

Across 2025, Falcon Northwest’s average selling price rose by $1,500 to roughly $8,000 for each custom-made computer.

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