opinion
Aug 11, 20266 mins
IT purchasing is being hit by a double-whammy: Enterprises want to ensure their hardware is good enough to support AI, even as memory shortages caused by AI deployments are driving steep price increases for Macs, iPhones, iPads, tablets, Android devices and Windows PCs.
The root cause is widely known. JP Morgan estimates DRAM prices have risen more than 400% since the beginning of 2024 as data center construction and hyperscaler demand consumed a gargantuan chunk of global memory production capacity.
More pain is coming
