Memory Chip Shortage is Global Crisis in the Making | The Pulse 2/16/2026
A growing chorus of tech industry leaders, including Tim Cook and Elon Musk, are warning of an impending global crisis if the shortage of memory chips is not addressed. The buildout of AI data centers has resulted in companies like Alphabet and OpenAI gobbling up an increasing share of memory chip production. Tech bosses say the crunch is already hammering profits and inflating price tags, and is only going to get worse.
Today’s guests: Rachel Ellehuus, RUSI, Director-General; Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Product Strategy; Jordan Sinclair, Robinhood, UK President;
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“The Pulse With Francine Lacqua” is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Chapters:
00:00:00 – Introduction
00:00:28 – Marco Rubio heads to Budapest
00:02:48 – Marco Rubio Micklethwait on Ukraine Russia War
00:15:05 – Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Strategy
00:24:16 – AI DEMAND FUELING MEMORY CHIP CRISIS
00:27:15 – Jordan Sinclair, Robinhood UK CEO
00:35:10 – BIG TAKE LACK OF DATA
00:39:41 – Alexandra Ocasio-Cortez on US Foreign Policy
00:43:33 – Iran’s Araghchi to Meet IAEA Ahead of US Talks
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@WayneGuba
March 23, 2026 at 1:52 pm
A senseless war we started . 1000 Russian KIA per day ,absurd, usual lies .
@anikaelizabeth
March 23, 2026 at 1:52 pm
It doesn’t matter what the world adopts from us. United States treats their people like we are in China all the mass surveillance including the Digital currency act. People in other western countries get better healthcare and food and don’t pay as many taxes as us. We take care of the world but no one takes care of us.
@janesung819
March 23, 2026 at 1:52 pm
“If xAI’s articles aren’t more innovative than GPT or Gemini, why buy more equipment? There’s no need to rent extra compute.”
@abubakarahmadu4476
March 23, 2026 at 1:52 pm
An hour well spent; always informative and educational. Wish to spend another useful hour again.Good show, good guests.
@passinthru4788
March 23, 2026 at 1:52 pm
Rubio: shared values and Orban = human trafficking and child pdf club.
@franciscodanconia4324
March 23, 2026 at 1:52 pm
1:32 it wasn’t a lecture on values. It was a warning against creeping authoritarianism.
@clifftanch
March 23, 2026 at 1:52 pm
Watch Ken Burns’s The American Revolution. You might come to a conclusion America’s Founding Fathers would wonder what civilization Trump is defending?!
@lamB4you
March 23, 2026 at 1:52 pm
6:50 Americans speak with a forked tongue 😌
@johntomasino4886
March 23, 2026 at 1:52 pm
Watched less than 8 minutes of this video, Rubio knows his business but, this cryptic messaging goes well beyond my own mind. Basically a culturing of humans that correspond humanely and don’t interact the same as others.
I will gladly help, money and power, and respect make for-I don’t know either-“HEALTH?”
@mariabloom6873
March 23, 2026 at 1:52 pm
At least Marco Rubio is more likable than JD Vance. I have my gut feeling that JD Vance is the most odious politician in the Western World.
@mariabloom6873
March 23, 2026 at 1:52 pm
JD Vance will never be President of the USA.
@vijjreddy
March 23, 2026 at 1:52 pm
ALL THESE THINGS CAN BE SOLVED WITH ONE STROKE.. BY SLOWING DOWN DATA CENTER INSTALLATIONS… ANYWAY NOT ALL ARE HAVING POWER TO RUN THEM, AND CAUSING HARDSHIPS TO REGULAR RESIDENTIAL CONSUMERS…
@WTGarner-s7c
March 23, 2026 at 1:52 pm
Marco Rubio is a immigrant himself..Marco Rubio is a immigrant himself..Marco Rubio is a immigrant himself from Venezuela.. another reason why we never voted for this idiot
@salimkhan2710
March 23, 2026 at 1:52 pm
Some European nations have been waiting for Gold repatriation, maybe you could help with that before we deal with this?
Wait queue:
Germany: World's 2nd largest Gold holding, over 1200 TONS or 37% of their reserve
Italy: World's 3rd largest Gold holding, over 1000 TONS or 43% of their reserve
The cartels are seeking redemption.
@dwiss2556
March 23, 2026 at 1:52 pm
No we don’t struggle with a lack of industry, we don’t struggle with immigration but with all the aftermath of the US military adventures in the Middle East and other places. We are not the cleaning crew for the USA. There is very little true of common interest in the list she made up here. The USA doesn’t really care what happens with people in the places they bomb. They fire, count their own casualties only and disappear to their side of the ocean.
Rubio makes a false statement that supports the Russian narrative again: Nothing of the occupied territory belongs to Russia, so there is not just 20% of Donetsk they want. They want everything that is currently occupied. Blatant lie right there.
I also want to stress again: There is a policy of 'Dormant NATO' that was written by the same people that wrote Project 2025. Everyone laughed in the beginning and by now you can make lots of check marks, what has been implemented for real by now. Dormant NATO is not some obscure idea, it is their policy. They stay in NATO but dont really do anything unless it only serves them.
@qeerrrtggghyttrdffhkjjjhgftt
March 23, 2026 at 1:52 pm
Rubio “wants us Europeans to do well”. Great guys! Let’s tax big tech, get rid of the dollar as trade currency, protect European digital sovereignty, and persecute US spies operating illegally in Europe. That’s us doing fine mate.
@BestPraha
March 23, 2026 at 1:52 pm
Who are those prostitutes?
@dennismorris7573
March 23, 2026 at 1:52 pm
Excellent report and commentary.
@jean-mariezelenka5474
March 23, 2026 at 1:52 pm
he likes nation states and strongly disapprove of the European Union
@mathieujasinski2383
March 23, 2026 at 1:52 pm
Interesting when US politics these days, foreign or domestic, is essentially blackmail
@brianhollenbeck8633
March 23, 2026 at 1:52 pm
Considering Rubio is Catholic their history is jaded to say the least. Christian values are not honest, or desirable.
@kodaiflow2
March 23, 2026 at 1:52 pm
Narco Rubio's shared value is protecting child molesters and Hungarian trafficking rings. Yes, the EU does not share them.
Comments are closed.