Memory Prices Set to Account for Bigger Share of AI Infrastructure Budgets
Dow Jones
4 hours ago
0046 GMT - Memory prices are set to absorb an even larger share of cloud providers' AI infrastructure budgets in 2027, with DRAM and NAND flash projected to account for 68% of total capital expenditure, up from 47% in 2026, according to research firm TrendForce. Server DRAM prices are expected to rise about 270% in 2026, while prices for enterprise storage products could jump 235%, extending gains that began in the second half of 2025. TrendForce says higher memory costs, particularly for high-bandwidth memory, could lead AI chip and server vendors to raise prices further, prompting cloud providers to either spend more or optimize system memory configurations to control costs.
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