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If hardware price squeezes make you sad, VMware says it will all end in tiers

ID
20134
Status
summarized
Published
01 Sep 2026, 1:06 PM
Fetched
01 Sep 2026, 3:22 PM
Provider
The Register
Category
technology
Original URL
https://www.theregister.com/virtualization/2026/09/01/if-hardware-price-squeezes-make-you-sad-vmware-says-it-will-all-end-in-tiers/5293575
Source URL
https://www.theregister.com/headlines.atom

Summary

Score
4.5
Created
01 Sep 2026, 3:22 PM
Tags
Audience
developersdatabase_learnerssaas_founders

What happened

VMware is expanding its memory tiering technology—introduced in Cloud Foundation 9 and refined in VCF 9.1 for database workloads—because DRAM now costs several times more than the servers it sits in, driven by the AI boom. Dave Morera, staff technical marketing architect, outlined a 2-3 year roadmap with VCF 9.2 likely arriving around May 2027, aiming to push beyond the current ~75% workload support by adding Microsoft Radius and 'monster VMs' with up to 960 vCPUs and 16TB of memory.

Why it matters

If you run VMware Cloud Foundation and are deferring server purchases due to RAM costs, VCF 9.1's database-tiering improvements and dashboards are available now to help densify existing hosts. Everyone else should note that DRAM pricing pressure from AI demand is structural, not transient—budget for higher memory costs in infrastructure planning through at least 2027.

Discussion angle

DRAM costing multiples of the server itself changes the economics of self-hosting vs cloud—worth discussing whether Malaysian startups running on-prem or hybrid should reconsider memory-heavy workloads given this pricing environment.

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