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A possible answer as to why this is happening. https://thememoryguy.com/some-clarity-on-2025s-ddr4-price-surge/ https://thememoryguy.com/some-clarity-on-2025s-d
by nullify88 10mo ago
A possible answer as to why this is happening. https://thememoryguy.com/some-clarity-on-2025s-ddr4-price-surge/ https://thememoryguy.com/some-clarity-on-2025s-ddr4-price-su...
- bilsbie 10mo agoIs he saying the supply of ddr4 went down because they’re switching to ddr5?
- loeg 10mo agoScroll down. The same trend is happening for DDR5 prices. It's AI demand.
- delfinom 10mo agoMore specifically, it's OpenAI quietly contracting away 40% of global DRAM capacity, only to build wafers of memory and shove it in a warehouse. https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...
- loeg 10mo agoThey're not the only player trying to buy more RAM. Every hyperscaler is also growing. AWS, MS, Oracle, and Google demand is growing ~100% in 2026. Nvidia demand is growing ~50% in 2026. Supply isn't forecast to improve at all until H2 2026 and it's probably ~all spoken for through at least EOY 2026.
- StrLght 10mo agoThat's from June 2025. It's not relevant to current situation — prices have been rising since October 2025 due to agreements that became public in the same month.