AI Weekly Malaysia

Tom's Hardware reports that Micron now earns an 88% margin on consumer (client) memory, with profit driven by price hikes rather than volume. The same report notes Micron's client business was its only unit that shipped less memory this quarter, so revenue rose while units fell. Only the headline figures are visible in the supplied text — the rest of the page is paywall and newsletter boilerplate, so the underlying earnings numbers, segment definitions, and timeframe can't be verified from this excerpt.

Why: The profit is coming from price, not units shipped — fewer client memory units moved yet margin hit 88%. If that holds, the cost of DDR5 kits, SSDs, and the RAM tiers behind cloud and VPS instance pricing probably won't come down soon, so anyone speccing a dev machine, a local inference box, or a multi-year cloud commitment should assume current memory pricing is closer to a floor than a spike. Treat the 88% figure as a supplier-margin signal when you negotiate or budget, not as evidence of a demand boom.

Nvidia has added a 64GB memory configuration of its DGX Spark (GB10) desktop AI machine, with the new config starting at $4,999. Tom's Hardware frames it as a response to the current memory price crunch, describing it as the option for buyers "who can work with less" than the higher-memory variant. The available text gives no specs, availability date, or price for the larger-memory model, so no like-for-like comparison is possible from this excerpt alone.

Why: If you were budgeting a local AI box, the number to plan around is now $4,999 for 64GB of unified memory — decide whether your workload fits in 64GB before treating this as the cheap option, and get the price and specs of the higher-memory DGX Spark config before committing, since the article only quotes the entry figure. The "RAMpocalypse" framing in the headline is also a signal that memory pricing, not GPU compute, is what is setting the floor on local-AI hardware costs right now.