i’m seeing some estimates stating ram prices are going to jump 400% by the end of june 2026. major price increases are inbound.

here is some of the information i’m seeing:

  1. Memory shortage deepens, extending boom for Korean chipmakers
  2. Samsung expects memory shortage to worsen through 2027 and last until 2028
  3. SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030
  4. SSD and memory price to remain high at least until 2029?
  5. Micron: Memory Crunch Outpaces 20% Supply Growth
  6. Price of SSDs in 2026: why it’s a panic (and when it will calm down)
  7. The Rising Cost of RAM & SSDs: What’s Happening, Why It’s Happening AGAIN and What Comes Next
  8. Riding the AI Supercycle: Navigating the 2026 Memory & Storage Market
  9. Electronic Pricing Pressures Will Last Beyond 2026
  10. Memory’s $200B Inflection
  11. Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
  12. Memory & HBM
  13. Prediction: Micron Could Be the Most Important AI Stock After Nvidia
  14. Memory Will Cost Cloud Giants More Than GPUs by 2027: NVIDIA Uses That to Justify 15% Server Hike
  15. Gartner Says Surging Memory Costs Will Reduce Global PC and Smartphone Shipments in 2026

prices may never come down again.

“post consumer computing”

  • LilB0kChoy@reddthat.comEnglish
    11·
    17 hours ago

    There is no way it doesn’t get propped up by the government at this rate.

    There absolutely is a way. It starts with people hold their governments and representatives accountable.

    The AI companies can and absolutely should fail. AI itself isn’t going anywhere. That Genie is out of the box.

    • Mordikan@kbin.earth
      3·
      16 hours ago

      “It starts with people hold their governments and representatives accountable”.

      That is basically a non-answer and doesn’t mean anything. The reality is AI is classified a national security priority and therefore has the US govt to prevent it from running out of money.

      You could argue that the US has already lost the AI race to China, though. The race isn’t won by building the gigantic LLMs. It isn’t about 1 million token context windows or 1 trillion parameter models. It’s about sentiment. Deepseek and the other distilled models take a novel approach with MoE and strict use case training, but ultimately its the willingness of people/companies to use the AI that results in the win.

      US adoption is still the highest world-wide, but China is starting to take the lead on that and have they have stronger willingness to use it.

      • LilB0kChoy@reddthat.comEnglish
        12·
        15 hours ago

        That is basically a non-answer and doesn’t mean anything.

        You struggling to understand a statement doesn’t make it a non-answer.

        The reality is AI is classified a national security priority and therefore has the US govt to prevent it from running out of money.

        Your conflating the current technology AI and AI companies.

        but ultimately its the willingness of people/companies to use the AI that results in the win.

        Ah, you’re one of those people.