The thing is that the consumers of DRAM aren’t just home users, it’s businesses. Businesses all over the world literally can’t absorb hundreds of dollars of extra cost. I’ve set standards for global computing at a business with offices in all continents except antarctica, Dell can handle giving you a global price but you can’t just ship a $1000 laptop to a business in sao paolo and expect the business there to be able to afford it, the margins are not like the US or Europe.
Prices will come down much faster than people think imo. We’ll see a flood of slower DDR5 from substandard processes first, but I would be amazed if in 2027 AI spend is even half of what it was this year.
The thing is that the consumers of DRAM aren’t just home users, it’s businesses. Businesses all over the world literally can’t absorb hundreds of dollars of extra cost. I’ve set standards for global computing at a business with offices in all continents except antarctica, Dell can handle giving you a global price but you can’t just ship a $1000 laptop to a business in sao paolo and expect the business there to be able to afford it, the margins are not like the US or Europe.
Prices will come down much faster than people think imo. We’ll see a flood of slower DDR5 from substandard processes first, but I would be amazed if in 2027 AI spend is even half of what it was this year.