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US Retailers Move RAM to Market Pricing as AI Demand Triggers Sharp Spike

AI data‑center orders are siphoning DRAM supply, creating rapid price swings that are now rippling into consumer tech.

Overview

  • Micro Center and Central Computers have removed fixed price tags for memory kits, telling shoppers to ask associates for current pricing, with Best Buy listings showing 32GB sets over $400 and 64GB kits approaching $900.
  • RAM costs have surged dramatically in recent months, with some DDR5 kits doubling or tripling in price, including a 32GB set jumping from roughly $130 to around $440.
  • Coverage ties the volatility to manufacturers prioritizing lucrative server and HBM orders for AI buildouts from firms such as OpenAI and major cloud providers, constraining consumer DRAM supply.
  • Epic Games CEO Tim Sweeney warns that elevated RAM costs could pressure high-end gaming for years as data centers outbid device makers for leading-edge DRAM capacity.
  • Unconfirmed claims from a YouTube insider suggest Microsoft may raise Xbox Series X|S prices again due to RAM costs while Sony is said to have stockpiled GDDR6; Valve has cited the crunch in declining to set a firm Steam Machine price yet.