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2 days agoNice article but the numbers are a lot lower here in the EU.
While there is some pricing increase it’s currently more around 50% and not 100%.
The selected kit is also extremely expensive (350€ was ~300€) - similar kits are available for a lot less (270€ was ~180€) - so I doubt that anyone was buying it in the first place.
I also think it’s not completely AI related but more likely that this is another RAM price fixing scandal happening right now. Pretty much the same that we see today happend in 2017-2018.
Sounds more like the applications require some serious optimizations to me…