The New CFO Playbook: Why Rising Memory Costs Are Rewriting Enterprise IT Strategy
The economics of enterprise IT infrastructure are undergoing a fundamental shift. Across the market, server and hardware quotations that once remained valid for weeks are now being revised within days. Configurations are being reworked between the time a proposal is submitted and a purchase order is placed. What may appear to be routine price volatility is, in reality, a structural change driven largely by the rising cost and tightening availability of memory.
DRAM prices have recorded an unprecedented surge this year, while NAND flash prices are also climbing rapidly. The impact is being felt across the hardware ecosystem, with memory accounting for a significantly larger share of the bill of materials than it did a year ago. OEMs and system vendors have consequently been forced to revise pricing, in some cases more than once.
The key driver behind this shift is the explosive demand created by artificial intelligence. AI accelerators...
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