As AI technology expands, memory prices are rising, affecting the entire supply chain and compelling IT departments to consider potential price hikes for new equipment. This surge is compounded by the anticipated rise in energy costs due to increased demand for energy-intensive AI infrastructure. Apple’s longstanding avoidance of large memory capacities has driven a change as they now face pressure to increase memory to meet AI demands, a shift that poses significant implications for the industry. The need for sufficient memory in devices running AI applications pressures PC manufacturers to adapt, which could lead to increased costs for consumers. Consequently, companies must also account for higher operating costs resulting from increased memory usage across distributed devices. While the memory cost to individual users may seem negligible, the cumulative impact can burden corporate sustainability goals and raise energy bills substantially as usage scales up. Apple highlights its superior ‘performance per watt’ in this context, suggesting efficiency over competitors even with added memory. This perceived efficiency becomes crucial for budget-conscious firms, especially as memory costs rise, with analysts indicating that companies like Samsung might increase prices significantly. The ongoing infrastructure demand continues to abstractly exacerbate the ‘insufficient memory’ scenario as the market remains volatile, yet analysts still perceive Apple as being in a relatively secure position due to its strategic purchasing policies that buffer price fluctuations.
👉 Pročitaj original: CIO Magazine
