Es wird erwartet, dass die RAM-Preise im dritten Quartal 2026 um weitere 40–50 % und im vierten Quartal um weitere 30 % steigen, da die KI-Nachfrage das Angebot übersteigt
https://www.techspot.com/news/112934-ram-prices-expected-rise-another-40-50-q3.html
32 Kommentare
Beginning to think they don’t care about LLMs but want to force us to rent compute from them.
Nice I have 64 gb of ddr 5 4×16 sitting in the package. guess I should sell
How to „sell“ an LLM:
* Tell everyone they’re going to be replaced
* Steal everyone‘ IP
* Disrupt water supply
* Increase electricity costs
* Tell everyone they can rent compute
* Tell everyone Datacentres are more important than human life
* Fuck with gamers
Trying to build a new gaming PC has been so frustrating since 2020. Shortages of this, shortages of that. It never ends.
This shit is so dumb
I think these articles are planted to try and goad people to pay these excessive prices vs. waiting another year for all these companies to learn their price gouging lesson the hard way.
I work on the side as part of a startup that has a lot of servers. We can’t even get RAM contracts anymore, so now we are dissolving our 3 year EOL plan for hardware and we’ll just keep running it until it fails. Back in February the contracts were like 4x the regular price for a 6 month contract. What’s crazy is they will deny us contracts at any price today.
Also hearing from friends in the automotive industry that it’s set to become a huge bottleneck there, which is insane to me because you’d think if there was a place where a price increase would seem insignificant by ratio would be on a $40k vehicle. But no, my friends are saying the US manufacturers have no backup plan and can’t get RAM either, so they are saying there are efforts to potentially downgrade infotainment systems in new models.
Gaming is gonna become a luxury
Maybe becoming a goose farmer instead of working in IT might be better
At this point the spare 16GB of DDR4 I have laying around is looking like my retirement plan.
Genuinely curious what happens to all the ram when an AI project falls apart or say an entire company shuts down ?
Jesus Christ.
Apparently China has plenty. Their AI models are just as good running on lesser hardware, and apparently no ram shortage. Odd.
Yeeeaaahhh… demand isn’t shifting. The RAM cartel has just decided they can gouge their largest customers and get away with it.
Valve said if they don’t accept what they’re offered, they’ll never have their calls returned again. Apple just signed a 5 year contract with Micron guaranteeing a high price floor even if prices fall in a few years.
Unless and until the government steps in to investigate and regulate this nonsense, the entire world economy is going to be severely impacted by this.
So… we’re screwed, essentially.
*artificial demand
The days of pushing sloppy code on cheap hardware are looking pretty shaky.
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Folks, looks like we’re all going to start going outside again.
Touching grass is staring to look better and better
I work in embedded systems for automotive. My systems have used Samsung DDR4 modules for the last half decade or so. Late last year, Samsung told us they were stopping production of the modules we were using outright and recommended us to start using the next smallest density modules they made (basically forcing us to increase our RAM size by 50%). After spending this whole year and tens of thousands of dollars in unplanned R&D, they’re now saying they can’t guarantee delivery of the *new* modules anymore either.
This shit is going to impact far wider than a lot of people are realizing.
But is there really over-demand of AI vs supply? Most people I know (in the tech industry and corporate tech clients) are losing confidence that AI will meet the grandiose promises and client outcome expectations after 4+ years of hype. Just in the last few months, I personally have heard from a lot of AI consumers and customers who are already imposing spend controls and reducing budgets on AI spend.
How many of this memory, disk, and CPU purchases are even deployed at this point?
Hope it increases until these companies start going under for over leveraging on a product that they cannot effectively monetize. Tech industry needs a bust just like housing.
At $400 for 32GB, a 40% increase bring the price to $560. A subsequent 30% increase brings it to $728.
I have to wonder if any consumer parts will be sold if the RAM is $728 alone.
Nevermind how AI companies expect to earn profits if the impact is outsized on them. Unless of course these companies are getting sweetheart deals, passing the cost along to consumers.
I’ll just go back and start emulating GameCube games and stuff like that. Hopefully my system lasts 10 years, but me and my brother got EXTREMELY lucky and built our PCs 3 months before all the price hikes.
Yknow in a few decades or so, assuming true information still exists in any real capacity, we’re gonna look back on this period of… *everything* and realize that it was a golden age for collusion.
Monopolistic power shared across a handful of symbiotic competitors in every god damned industry as „disaster“ scenarios are deliberately manufactured across the entire fucking economy to facilitate the „natural,“ permanent rising of price floors. From housing „shortages,“ to every stock market tech con under the sun, and everything in between.
But even more broadly, that’s the real value of „AI.“ It’s the latest mask for naked corruption to hide behind. Wanna fix prices with your buddies? AI’s forcing you to do it! Wanna cut your workforce (something you were going to do anyway), while keeping up appearances? AI automation! Want a legal avenue to circlejerk the stock market? Play make believe with AI! Wanna kill privacy? AI! Clamp down on speech? AI! Broker batshit insane real estate deals? AI! Deny more insurance claims? AI! Gut bureaucracy? AI! Set up a data breach nobody could’ve forseen? AI!
It’s just a bunch of oligarchs in all but name manufacturing a way to justify whatever the fuck they want. Doesn’t even need to be AI, its just that this is the only „next big thing“ to reach critical mass. If crypto actually exploded, they would’ve used it instead. Same for meta, same for NFTs. They just wanted a „get away with anything“ excuse.
I’m gonna go play with my kittens. I’m done with video games and technology.
I’m tired boss
My laptop I bought last year for $3500 is now going for $6130…this really needs to end. All this for AI, most people don’t even want it 🙄 the crash can’t come quick enough
You will never convince me that these companies aren’t working together and coordinating to maximize profits. AI was the reason to start, but now it’s just a convenient excuse. They realized people (and other companies) will still pay whatever they’re asked.
If the demand is so high, why don’t they hire more workers to meet that demand ? And why aren’t more jobs created in that sector ?
It’s starting to smell like bs. Are prices this bad all around the globe ?
Can you imagine if the dotcom bubble made the internet unaffordable for anyone but the upper class?
This AI bubble is fucking ridiculous.
The economics of this simply don’t make sense. It’s all well and good saying the data centre customers are hoovering up the supply because they can pay more, but the frontier model AI cloud business has terrible unit economics *as it is* with the costs of the GPUs, the power and the cooling. They might be better able to absorb higher prices on RAM than consumers or even consumer electronics device makers, but they do not have *infinite* capacity to do so. They aren’t actually swimming in free capital. A lot of it is debt. *A lot of it*. And even where it isn’t, they don’t really have the revenues to justify all this spending yet, where’s it going to come from?