TPM Reader EB emailed today to tell me something that hadn’t come across my radar: the cost of computer memory is going absolutely through the roof. Just do a Google search for something like rising cost of computer memory and you’ll see a ton of articles. To give you a sense of scale the cost increases are approaching 200% year over year and as much as 30% for certain kinds of gaming RAM recently in one week. The cause is what you’d expect: the insatiable demand for memory created by the AI server farm buildout. I buy computer memory too but I don’t think I’ve tried to buy recently enough to be aware of the surge.
I told EB that I continue to find all of this surreal.