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Tracy Alloway

Tracy Alloway

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Co-host, Bloomberg Odd Lots; U.S. markets, credit, macro drivers.

Recent Posts

AI Boom Sparks DRAM Crunch Across All Companies
Social•Feb 16, 2026

AI Boom Sparks DRAM Crunch Across All Companies

NEW ODD LOTS - THE DRAM EPISODE The AI boom has created voracious demand for memory, meaning even consumer-facing companies are now having to compete for the chips @TheStalwart & I speak with @rwang07, analyst at SemiAnalysis, about the big DRAM crunch https://t.co/HYFcg7nK8Z

By Tracy Alloway