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Take-Two CEO Strauss Zelnick says memory supply constraints will not delay next-generation consoles
Thursday, March 19, 2026 at 12:34 PM
Take-Two CEO Strauss Zelnick indicated that the ongoing memory and storage supply crisis is unlikely to delay the launch of next-generation hardware from Sony and Microsoft.
Context
During Take-Two Interactive's Q3 2026 earnings call on March 19, 2026, CEO Strauss Zelnick dismissed concerns that the global memory and storage crisis would delay the launch of next-generation hardware. Zelnick stated that memory supply constraints will not delay next-generation consoles, effectively signaling confidence in the production timelines for Sony’s PS6 and Microsoft’s next Xbox (often referred to as Xbox Next or Helix). This executive optimism contrasts with recent industry reports suggesting Sony was considering pushing the PS6 debut to 2028 or 2029 due to skyrocketing component costs.
The supply chain remains under immense pressure as AI data centers are projected to consume 70% of global DRAM production in 2026. This "RAMmageddon" has already forced Valve to report intermittent Steam Deck stock and led Micron to shutter its consumer Crucial brand to prioritize enterprise AI demand. While hardware manufacturers face rising costs and potential price hikes for the Nintendo Switch 2, Take-Two's outlook suggests that the software pipeline, including the highly anticipated November 19, 2026, release of Grand Theft Auto VI, remains aligned with current hardware cycles.
Sources (9)
AI datacenters to use 70% of all DRAM production in 2026 | Windows CentralSony considering PlayStation 6 delay to 2029, while Nintendo could hike Switch 2 price, according to report — memory and storage chip shortage now impacting products outside of RAM, storage, and GPUs | Tom's HardwareFacing ban and backlash, Microsoft plans to rewire data centres and on the way solve every American technology company's 'big' AI problem - The Times of IndiaTake-Two (TTWO) Q3 2026 Earnings Call Transcript - AOLAn AI Hardware Crisis Just Killed the Steam Deck Stock, Is ...Sony's PS6: rising cost of RAM chips may delay console | ScreenHub: Film, TV, Streaming and GamesTake-Two no cree que PS6 y Xbox Helix se vayan a retrasarWhy Microsoft's AI Chip Supply Chain Awaits Power | Supply Chain Magazine
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