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Deep & Emerging Tech·October 6, 2026·1 min read

RAM to be hit with 'meaningful price increases' before 2026 is out

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A multi-year memory shortage with “meaningful” price hikes means AI and data-heavy workloads will feel cost pressure beyond GPUs. Lock in RAM-heavy configs and server buys early, and revisit architecture choices that assume cheap, abundant memory.

Deep & Emerging Tech

AMD CEO Lisa Su says the company plans to "substantially increase" supply in 2027 and needs "more advanced wafer capacity", as she meets Foxconn and TSMC

AMD planning a substantial supply ramp in 2027 and courting more advanced wafer capacity signals that today’s GPU scarcity is a timing problem, not a permanent condition. If you’re locking in long-term AI infra contracts, model scenarios where accelerator prices and availability look very different three years out.