RAM now represents 35 percent of bill of materials for HP PCs
RAM costs have doubled sequentially and now represent 35% of HP PC bill of materials, forcing price increases and reducing customer demand across the industry.
Running AI models is turning into a memory game | TechCrunch
Rising DRAM prices and sophisticated prompt-caching orchestration make memory management a critical cost and performance factor for large-scale AI deployments.
Shipments to customers have 'successfully' ramped in the first quarter, he noted, with that development occurring a quarter ahead of when the company was initially expecting.