RAM prices are ridiculous

What? The same con artist who said bad things must happen for AI to evolve offended you guys now?

Were you guys not offended before? Why not?

Where you guys offended when his sister accused him of sexual assault? Why not?

Are you guys offended that the above is omitted from Google AI training? Why not? I thought AI knows everything. It displays results only. It does not display an AI summary.

Were you guys offended when Nvidia created this mess?

Were you guys offended when the RAM cartel did?

This whole thing is a planned circle-jerk. Nvidia is literally giving Open AI the funds to buy their hardware.

They are trading between themselves under protection of the orange man.

No. They don't want you owning RAM. They want all of it. They want your subscription to lend you some.

Be offended more often.

Go preach to the heathens, not the devout.
 
Bought this stick of 16gb for just under 1k when I heard about the coming ram apocalypse in October 2025. I shouId have bought more but I didn't really think it would get this bad. See something similar is now selling for around 4-5k if you can find one.
TeamGroup ELITE 16GB (1x16GB) 5600MHz CL46 DDR5 Laptop Memory

Also bought 2x 1tb pcie 4 nvmes for around R1400 late last year. They now sell for R3500.

Paid R2400 for a 2tb external ssd at the start of the year (USB 3.2 Gen2), it's now selling for around R4500.
 
Bought this stick of 16gb for just under 1k when I heard about the coming ram apocalypse in October 2025. I shouId have bought more but I didn't really think it would get this bad. See something similar is now selling for around 4-5k if you can find one.
TeamGroup ELITE 16GB (1x16GB) 5600MHz CL46 DDR5 Laptop Memory

Also bought 2x 1tb pcie 4 nvmes for around R1400 late last year. They now sell for R3500.

Paid R2400 for a 2tb external ssd at the start of the year (USB 3.2 Gen2), it's now selling for around R4500.
Yeah I bought 32gb 3600mhz RAM for R1700 which was already R500 more than I paid earlier, but that is now 4k.
My 32GB 6000mhz RAM is 8k
 
I distinctly remember back in 2016–2018 when people were losing their minds over Bitcoin. Graphics card prices skyrocketed, and everyone insisted crypto was going to replace fiat currency entirely. The doom-and-gloom commentary back then felt exactly like the panic surrounding AI today.
Then we hit 2020–2022 with the massive chip shortages, and the cycle repeated. But history always repeats itself. Mark my words, by 2029, the hype will settle and everything will be right back to normal.
 
I distinctly remember back in 2016–2018 when people were losing their minds over Bitcoin. Graphics card prices skyrocketed, and everyone insisted crypto was going to replace fiat currency entirely. The doom-and-gloom commentary back then felt exactly like the panic surrounding AI today.
Then we hit 2020–2022 with the massive chip shortages, and the cycle repeated. But history always repeats itself. Mark my words, by 2029, the hype will settle and everything will be right back to normal.
Not like this, GPU prices were high, but not as bad as now
 
Mark my words, by 2029, the hype will settle and everything will be right back to normal.
This is at a different scale than we've ever seen before. For example, we didn't see new companies jumping on the bandwagon, swapping from Nvidia to AMD, or leaving the market. This time we've seen, as the primary example, Micron shuttering Crucial (a brand that survived many extreme dips in the market) and swapping their entire model to deprioritise selling to 3rd party memory vendors such as Corsair, Kingston, etc.

Demand for RAM from AI would have to dry up in the very immediate future (within 12 months) for 2029 to be a realistic timeframe. As it stands, 2027 is going to be worse than 2026, with 2028 looking to be worse still (even with additional supply expected around that time, DRAM and NAND vendors are looking at expanding into other markets because they don't believe it'll be enough to stabilize the market), and finally plateauing around that point for several years.

The concerning thing is "the current memory supply/demand fulfillment ratio remains at about 70%"


Without demand dropping, we need to see a nearly 50% increase in supply for pricing to start coming down. As long as the demand:supply ratio is 1:1 or higher (currently implied as 1.43:1 based on 70% fulfillment), there's no reason for pricing to drop. Supply < demand = pricing increases; supply = demand = pricing stabilizes; supply > demand = pricing drops.

2028 is expected to bring capacity up by approximately equal to what's needed for equilibrium between demand and supply, which is where the expected plateau for 2029 comes from.

Where we are right now, channel-level comms from vendors have terms like "downsizing," "I'm on the job market," and "job security is a thing of the past." Unless demand plummets before this happens, it could cause further damage to consumer supply.

Have a look at Sabrent's website - a vendor that was almost exclusively in the DRAM and NAND market. Their homepage is now 90% docking stations, hubs, HDMI splitters, charging stations, portable person fans, etc, and their menu no longer even has a link to RAM. These other items aren't new to Sabrent, but they got minor mentions on the homepage - sometimes only under "Whats new," and were certainly not the primary business focus. Today, those products are front and center, even occupying the banner space.

Kingston is splitting into the Kingston we know but only doing enterprise hardware, and a very small subsidiary that will be doing consumer hardware under the Kingston brand.

Multiple other vendors (including some big names) have been effectively EOL'ing many DDR5 SKUs as they can't get allocation until those SKUs really ARE EOL.

2029 is a hopeful prediction, but we have to hope that demand drops, there's no further damage to consumer brands, and that things don't go the way Jeff Bezos and others (looking at GeForce Now, including Nvidia) are pushing where you don't own a PC at all - you have a smart monitor with keyboard/mouse/headset, and you do everything from "boot" to work to game on the cloud... And this is a plausible re-use for AI data centers after the bubble pops.

The infrastructure is already there at a massive scale - and the options after the bubble pops are either become a profitable company by charging hundreds of millions of home and business users a monthly fee, or sell the hardware and go home. AI infrastructure doesn't need AI demand to survive.

Gigabyte, Asus, Cooler Master, MSI, etc wouldn't be happy about this (and some might not survive such a change - massive companies such as Compaq have fallen in the past), but if CPUs, RAM, and graphics cards aren't available, they won't have much choice.

I absolutely don't want to be part of the generation that saw the rise and eventual fall of the home computer, but in keeping an open mind to all eventualities it's something to consider.

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Not like this, GPU prices were high, but not as bad as now
You are remembering wrong.
During the peak of the cryptocurrency mining booms (primarily 2017–2018 and 2020–2022), GPU prices skyrocketed to 200% to 300% above their Manufacturer’s Suggested Retail Price (MSRP) due to unprecedented demand from miners and severe supply chain shortages.
 
You are remembering wrong.
During the peak of the cryptocurrency mining booms (primarily 2017–2018 and 2020–2022), GPU prices skyrocketed to 200% to 300% above their Manufacturer’s Suggested Retail Price (MSRP) due to unprecedented demand from miners and severe supply chain shortages.
That is now, during the crypto it was at most 200% the 1080ti was supposed to be 700 dollars sold for roughly 1200, lower end cards were 50 to 100% more, you could still just about afford a GPU then.
 
You are remembering wrong.
During the peak of the cryptocurrency mining booms (primarily 2017–2018 and 2020–2022), GPU prices skyrocketed to 200% to 300% above their Manufacturer’s Suggested Retail Price (MSRP) due to unprecedented demand from miners and severe supply chain shortages.
Those are extreme claims. The most expensive 3090 (the most expensive card relevant to the time period) I ever sold was a ROG Strix White Edition and Suprim X at R 41.5k, with most being around the R 34-36k range. On the days the two for R 41.5k sold, the RoE was R 14.97 and R 14.73 respectively, making the prices $ 2,772 and $ 2,817. The MSRP of the 3090 (Founders Edition) was $ 1,499, so less than 100% above MSRP.

If we look at lower end cards like the 3070, it's R 14,199 at an RoE of R 14.90, or $ 953 against an MSRP of $ 499.

RTX 3060 Ti, R 10,528 @ R 16.25 for $ 648 vs MSRP $ 399.

RTX 3060 12GB, R 10,322 @ R 14.66 for $ 704 vs MSRP $329 - this is the highest increase, but miles from 200-300%.

Going back to 2017, it was the RX 580 8GB, and I remember the price because I was ordering 200-400 cards at a time for a single customer. He got them at R 4,199/card. MSRP $ 229, R 4.2k @ R 13.32 (average for 2017) is $ 315. If we shift to the highs and lows for 2017, it's R 12.35 and R 14.59, changing Dollar value to between $ 340 and $ 288.

What makes the real figures go against your figures even harder is the local prices all include VAT, while the US MSRPs exclude tax. Additionally, all MSRPs are for reference/FE cards, while all local prices are for partner cards such as the Gaming Oc. Gaming Trio, Asus Dual, etc which always cost more than reference/FE. If we normalize pricing, these are the highs:

Direct conversionEx-VAT USDMSRP% above MSRP (ex VAT vs ex tax)
Asus RTX 3090 (2021) (premium model)$ 2,772R 2,410$ 1,49961%
MSI RTX 3090 (2021) (premium model)$ 2,817$ 2,450$ 1,49963%
RTX 3070 (2021)$ 953$ 829$ 49966%
RTX 3060 Ti (2022)$ 648$ 563$ 39941%
RTX 3060 12GB (2021)$ 704$ 612$ 32986%
RX 580 8GB (2017) (memory) (bulk pricing)$ 315 (288 to 340 depending on RoE)$ 274 (250 to 296 depending on RoE)$ 22920% (10 to 29% depending on RoE)
RX 580 8GB (2017) (evidence - see below)$ 370$ 322$ 22941%
RX 580 8GB (2018) (evidence - see below) (premium model)$ 523R 455R 22999%

If you want some hard data on the price of the RX 580 8GB rather than me going from memory, here's a Mybroadband article from 2017 listing the card as R 4,389 at Rebel Tech (where I worked at the time), and he got a discount for bulk purchases:


If we go for the absolute worst case I can find, the Aorus (one of the most expensive versions of the card) at Rebel Tech in early 2018 was R 6,199 and RoE on the day was R 11.86. That's $ 523 incl VAT, or $ 455 ex VAT which is 99% above MSRP.


Were there companies selling cards at 200-300% above MSRP? Possibly. But it absolutely wasn't the norm, with the norm being less than 100% above MSRP. The norm for RAM right now is +700% on DDR5, sometimes even higher. There are some SKUs which have broken +900% (10x last year's price).
 
There are multiple reports on companies buying up stock and then hardware literally gathering dust in warehouses, not to mention the massive delays in the US on data centers actually being built for multiple reasons. As it stands, companies are FOMO'ing massively and it will bite a lot of them in the ass.
 
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