[AINews] Memory prices up 500% in 12 months

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Even as Sama follows through on the Great Pacing, and Etched becomes a double unicorn and Cerebras announced CS4 running 10T models at 1000 tok/s, the memory shortage has continued unabated since we did our SemiAnalysis pod in Feb.Per Tom’s Hardware:We’re officially in dire straits. There’s almost no way, if you’re reading this site, that you aren’t aware that memory prices have become entirely divorced from reality. Some are calling it the RAMpocalypse; I prefer “RAMageddon.” That’s right: 128GB DDR5 kits are fully ten times more expensive than the lowest price we’ve ever seen.In fact, the situation is so severe that hyperscale buyers have reportedly already locked in almost all of the global DRAM production capacity for 2027, handing over advance deposits to guarantee their supply of precious DRAM, which is now among the highest-value commodities in the world by weight; mainstream DRAM chips are worth over half as much per kilogram as solid gold. Put another way, the famous Moore’s Law driving all hardware unit prices down has been reversed for memory:AI News for 8/17/2026-8/18/2026. We checked 12 subreddits, 544 Twitters and no further Discords. AINews’ website lets you search all past issues. As a reminder, AINews is now a section of Latent Space. You can opt in/out of email frequencies!AI Twitter RecapOpenAI’s Frontier RL Pause, Expanded Monitoring, and the Shift Toward “Pacing the Frontier”OpenAI slowed frontier training to harden security and alignment controls: The day’s biggest systems/safety development was OpenAI saying it paused some frontier RL training for …

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