Top
Best
New

Posted by walterbell 11/4/2025

Server DRAM prices surge 50% as AI-induced memory shortage hits hyperscalers(www.tomshardware.com)
140 points | 124 commentspage 2
lousken 11/4/2025|
Have we given up on edge AI this early?
recursive 11/4/2025|
Does edge AI require less RAM?
Macha 11/4/2025|||
I would expect edge AI requires much more RAM at a global level due to less efficient utilisation.
lousken 11/4/2025||
Tons of resources are sitting unused within each and every computer sold today regardless of AI.
lousken 11/4/2025|||
Less ram? Not really. Less hardware? Yes. That machine is already in the wild, so why not let it have proper AI accelerator + increase memory the machine has - also the data transfer problem is solved since it's on that machine.
recursive 11/4/2025||
In that case, this wouldn't be a signal that "we've" given up on edge AI.
nubinetwork 11/4/2025||
Not just server memory, desktop memory has gone up for the same reason... it's all going to AI. Forget building a new gaming pc, or buying a laptop, or even an arm SBC, because the supply is just gone.
HPsquared 11/4/2025||
Has the death of Moore's Law been officially announced yet?
jandrese 11/4/2025||
Gordan Moore died two years ago so I'm not sure who would be the official for declaring it dead.

But there have been plenty of articles over the last decade saying that it was done around 2015 or so.

renewiltord 11/4/2025||
Moore’s Law has nothing to do with price.
charcircuit 11/4/2025|||
>"The complexity for minimum component costs has increased at a rate of roughly a factor of two per year."

I would say that a claim about component cost has something to do with price.

forinti 11/4/2025|||
It does but indirectly. Less power and more integration mean things get cheaper to build and run.
brador 11/4/2025||
Regular Monopoly/Duopoly like the storage market or Nepopoly like the GPU market?

Either way, without competition expect it to increase further.

markerz 11/4/2025|
It's intense market demand by people with lots of money against products that have a very long supply chain. Even with multiple sellers competing, this kind of demand is insane, and the buyers pockets run deep.

The other way I look at this is that these companies have been collecting an insane amount of wealth and value over the last 2-3 decades, are finally in a situation where they feel threatened, and are willing to spend to survive. They have previously never felt this existential threat before. It's basically bidding wars on houses in San Francisco, but with all the wealthiest companies in the world.

flamesofphx 11/4/2025||
I wonder if they old movie lawn mower man is going to become a reference for AI... They might need a dam...
Arch-TK 11/4/2025||
Server DRAM? More like all DRAM.
bluedino 11/4/2025||
Maybe I can push for some HBM systems now
Thev00d00 11/4/2025||
Prime time to build an AM4 system!
embedding-shape 11/4/2025|
And here I'm sitting with my AM4 system, debating if to go AM5, sTR5, sTRX4 or what when it's time for the next upgrade.
forinti 11/4/2025||
I'm still happy with my AM3.
embedding-shape 11/4/2025||
In the end I just need more available PCIe lanes (so I can chuck more disks in there) and ideally PCIe Gen 5, otherwise I don't have much reason to upgrade.
yread 11/4/2025|
To be fair, RAM was way too cheap. I got 128GB for a laptop for 300eur. That's ridiculous. Now it's much more reasonable 720 eur (and sold out)
johnisgood 11/4/2025||
May you please help me out financially then, friend? ;P Willing to work for it, too!
ionelaipatioaei 11/4/2025|||
I cannot express in words how much I hate this mentality.
confirmmesenpai 11/4/2025||
it's ridiculous only if you compare it with Apple RAM prices