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AI Unfolded | Artificial Intelligence on Instagram: "RAM prices are starting to feel completely detached from reality, and it’s not because of gamers or PC builders. AI data centers are soaking up the global memory supply. Chipmakers are prioritizing high margin memory like HBM for AI workloads, leaving less capacity for consumer RAM and pushing prices even higher. AI isn’t just changing software. It’s quietly reshaping hardware markets too. Follow for more @unfoldedai #ai #automation #tech #ain
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AI Unfolded | Artificial Intelligence on Instagram: "RAM prices are starting to feel completely detached from reality, and it’s not because of gamers or PC builders. AI data centers are soaking up the global memory supply. Chipmakers are prioritizing high margin memory like HBM for AI workloads, leaving less capacity for consumer RAM and pushing prices even higher. AI isn’t just changing software. It’s quietly reshaping hardware markets too. Follow for more @unfoldedai #ai #automation #tech #ain
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AI Unfolded | Artificial Intelligence on Instagram: "RAM prices are starting to feel completely detached from reality, and it’s not because of gamers or PC builders. AI data centers are soaking up the global memory supply. Chipmakers are prioritizing high margin memory like HBM for AI workloads, leaving less capacity for consumer RAM and pushing prices even higher. AI isn’t just changing software. It’s quietly reshaping hardware markets too. #ai #automation #tech #ainews"
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The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs. Ray Wang, an analyst at SemiAnalysis, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what this means for the consumer. #tech #AI #chips #business
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Memory chips critical to consumer electronics and AI data centres remain in tight supply, keeping prices elevated despite production expansion by major players including Samsung and Micron. Lenovo warns higher memory costs will hit budget devices first, even as PC demand stays strong from Windows 11 upgrades.
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