Micron CEO warns AI is in early stages needing more memory

Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.

Micron's CEO stated that 'AI is in very early innings' and emphasized that it 'will need more memory.' These comments, made amid persistent supply issues, suggest the RAM crisis persists without immediate resolution. The executive's warning underscores the growing demands from AI technologies on memory resources. [](https://www.techradar.com/pro/micron-ceo-warns-ai-is-in-very-early-innings-and-it-will-need-more-memory-another-ominous-sign-the-ram-crisis-isnt-going-anywhere-as-nvidia-resurrects-a-very-old-gpu-to-cope-with-vram-supply-woes#:~:text=Micron%20CEO%20warns%20%27AI%20is%20in%20very%20early%20innings

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HP executives highlight surging RAM costs to 35% of PC bill of materials due to AI demand during earnings call.
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HP reports RAM costs now at 35 percent of PC bill of materials

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

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