Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay even more for memory in September following recent price hikes
- ID
- 9684
- Status
- summarized
- Published
- 31 Jul 2026, 10:54 PM
- Fetched
- 31 Jul 2026, 11:59 PM
- Provider
- Tom's Hardware
- Category
- technology
- Original URL
- https://www.tomshardware.com/tech-industry/apple-nearly-doubled-its-inventory-to-11-09-billion-as-memory-costs-ate-its-gross-margin
- Source URL
- https://www.tomshardware.com/feeds/all
Summary
- Score
- 6.0
- Created
- 01 Aug 2026, 12:01 AM
- Tags
- Audience
- developersai_ml_learnerssaas_founders
What happened
Apple CEO Tim Cook described memory pricing as a 'hundred-year flood,' with Apple nearly doubling inventory to $11.09 billion as memory costs ate into gross margins. Cook expects memory prices to rise further in September following recent hikes.
Why it matters
If memory prices keep climbing through September, cloud providers and hardware vendors will likely pass costs downstream. Builders running GPU-heavy workloads or provisioning new infrastructure should lock in current pricing or budget for higher per-GB and per-instance costs in Q3/Q4.
Discussion angle
How rising memory costs could ripple into cloud instance pricing and what that means for AI/ML teams provisioning GPU memory in the coming quarter.