Overview
- Insider Gaming’s Tom Henderson reports Sony and Microsoft are debating pushing launches past 2027–2028 to wait for RAM supply and cost normalization.
- Multiple outlets attribute the pressure to AI infrastructure demand, with RAM module prices reportedly up by several hundred percent in recent months.
- Coverage flags the risk of further 2026 price rises for current consoles after a year of hikes, including Microsoft’s $800 2TB Xbox Series X.
- No platform holder has announced a delay, and next‑gen timelines and pricing remain unconfirmed.
- Supply‑side reporting points to memory being reprioritized toward enterprise buyers, including claims Micron will exit consumer RAM in 2026 and that some AI firms have locked up large orders, with mixed assessments of how insulated each console maker is.