Alibaba Cloud raises prices by up to 34 percent

Alibaba Cloud has announced price increases ranging from 5 to 34 percent. The hikes are due to growing AI demand and rising hardware costs.

Alibaba Cloud, a major provider of cloud computing services, is implementing price adjustments of 5-34 percent across its offerings. According to reports, these changes stem directly from increased demand for AI-related services and escalating hardware costs associated with supporting such infrastructure. The announcement highlights the pressures on cloud providers amid the AI boom, where computational resources are in high demand. No specific timeline for the price changes or affected products was detailed in the available information. This development was reported on March 18, 2026.

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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.

Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.

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Shares of Dell Technologies rose 17.5% on Friday, reaching three-month highs. The increase followed the company's forecast that its AI server business revenue will double in fiscal 2027. This projection highlights growing demand for AI infrastructure.

China's Zhengzhou core node has doubled its chips to 60,000 from 30,000 since early February trials, becoming the nation's most powerful scientific intelligent computing infrastructure, CCTV reported.

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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.

Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.

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Nearly half of planned US data centers for this year risk delays or cancellation due to import issues from China, exacerbated by tariffs. Community opposition is fueling moratoriums, with Maine poised to halt new construction until 2027. These hurdles challenge President Trump's push for rapid AI infrastructure buildout.

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