Memory Prices Have Nearly Doubled Since Last Quarter (counterpointresearch.com)
- Reference: 0180748704
- News link: https://it.slashdot.org/story/26/02/06/196241/memory-prices-have-nearly-doubled-since-last-quarter
- Source link: https://counterpointresearch.com/en/insights/Memory-Prices-Surge-Up-to-90-From-Q4-2025
NAND, relatively stable last quarter, is tracking a parallel increase. Device makers are cutting DRAM content per device, swapping TLC SSDs for cheaper QLC alternatives, and shifting orders from the now-scarce LPDDR4 to LPDDR5 as new entry-level chipsets support the newer standard. DRAM operating margins hit the 60% range in Q4 2025 -- the first time conventional DRAM margins surpassed HBM -- and Q1 2026 is on track to set all-time highs.
[1] https://counterpointresearch.com/en/insights/Memory-Prices-Surge-Up-to-90-From-Q4-2025
Better get those circular deals going (Score:2)
No problem for the AI hyper scalers...they'll just do some 100 trillion dollar deals back and forth and it all will work out.
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> No problem for the AI hyper scalers...they'll just do some 100 trillion dollar deals back and forth and it all will work out.
I genuinely don't think the circle-jerk deals are the real force behind this. Microsoft "investing" in OpenAI doesn't inherently create datacenter demand. OpenAI "investing" in nVidia doesn't either.
What does create demand is all the people asking CoPilot to summarize an e-mail for them. Or to write a paragraph of code they could Google the results of. Or create a picture of their wife's head on a walrus. The load is what's screwing us. All the useless, pointless, wasteful load.
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>> No problem for the AI hyper scalers...they'll just do some 100 trillion dollar deals back and forth and it all will work out.
> I genuinely don't think the circle-jerk deals are the real force behind this. Microsoft "investing" in OpenAI doesn't inherently create datacenter demand. OpenAI "investing" in nVidia doesn't either. What does create demand is all the people asking CoPilot to summarize an e-mail for them. Or to write a paragraph of code they could Google the results of. Or create a picture of their wife's head on a walrus. The load is what's screwing us. All the useless, pointless, wasteful load.
Agree. That could be solved by the AI-bros actually charging for the services, which will have to happen someday. They will have to start making actual profit on this shit, someday. Although, I'd also think that a lot of the useless shit people ask AI to do could be handled by local models, which would be cheaper to run. I would think summarizing an email should certainly not require 10 top of the line GPUs to do by now.
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> Although, I'd also think that a lot of the useless shit people ask AI to do could be handled by local models, which would be cheaper to run. ...
> I would think summarizing an email should certainly not require 10 top of the line GPUs to do by now.
It doesn't, and they wouldn't. Your request doesn't get 10 top of the line GPUs, it probably gets one for a second or so, or maybe a few for a fraction of that. Then the next of your billion friends gets to use it. By the time they've had their turn you've had a chan
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They can trade between themselves all they like, but the AI companies will have to pay full price for RAM.
More than doubled (Score:2)
Up until September the G.Skill memory kit I'd been buying to build computers was $119.99 and now its over $400 that's close to a 400% increase
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Yes, it's nearly 4x since September. The article is blinkered.
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That's a 233% increase, not 400%.
Perhaps, if you had more memory, your calculator could figure it out.
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Maybe if you had some common courtesy......
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Courtesy for somebody that proudly posts grossly wrong numbers? Naa. Not justified. Do better.
Gauging (Score:2)
DDR, NAND, and even spinning rust has gone through the roof.
Lucky for me, I id all my buying during Microsft's upgrade forcing, so I won't need any memory until after the AI hardware market collapse.
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12 gauge, 20 gauge. Whatever it takes.
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Same here. The only thing I got was a spare 2TB SSD, still at old prices.
The collapse of the LLM insanity cannot come soon enough.