The PC industry is facing an uncertain future, with prices set to skyrocket and availability dwindling. At CES 2026, manufacturers showcased a slew of new systems that will likely be sold at inflated prices.
One of the earliest signs of trouble was Dell's XPS 14 and XPS 16, which started at $1,699 and $1,899 respectively last year but have now jumped to $2,050 and $2,200. The price increases were attributed to rising RAM costs driven by demand from AI datacenters.
AMD executive David McAfee predicted that PC builders will focus on piecemeal upgrades rather than building entirely new systems, citing the longevity of AMD's AM4 and AM5 platforms as a boon for gamers. He noted that 30-40% of AMD's business still revolves around these platforms despite increasing RAM costs.
McAfee also warned about potential GPU price increases, attributing volatility to DRAM pricing forces affecting the market. However, he suggested that prices will settle within the first three to six months of the year.
NVIDIA and AMD announced new AI supercomputers, including the Vera Rubin AI supercomputer with up to 54TB of RAM across 36 GPUs and the Helios AI rack with 31TB of memory across 72 GPUs. While these systems are designed for high-performance computing in AI model building and inferencing, their massive requirements raise concerns about the supply of memory.
In essence, the global shortage of memory is being redirected to fuel the growing demand from the AI industry, leaving consumers facing higher prices for PC components and potentially limited availability. The future looks bleak for those reliant on personal computers, as manufacturers seem more focused on catering to the whims of a niche market than supporting everyday users.
One of the earliest signs of trouble was Dell's XPS 14 and XPS 16, which started at $1,699 and $1,899 respectively last year but have now jumped to $2,050 and $2,200. The price increases were attributed to rising RAM costs driven by demand from AI datacenters.
AMD executive David McAfee predicted that PC builders will focus on piecemeal upgrades rather than building entirely new systems, citing the longevity of AMD's AM4 and AM5 platforms as a boon for gamers. He noted that 30-40% of AMD's business still revolves around these platforms despite increasing RAM costs.
McAfee also warned about potential GPU price increases, attributing volatility to DRAM pricing forces affecting the market. However, he suggested that prices will settle within the first three to six months of the year.
NVIDIA and AMD announced new AI supercomputers, including the Vera Rubin AI supercomputer with up to 54TB of RAM across 36 GPUs and the Helios AI rack with 31TB of memory across 72 GPUs. While these systems are designed for high-performance computing in AI model building and inferencing, their massive requirements raise concerns about the supply of memory.
In essence, the global shortage of memory is being redirected to fuel the growing demand from the AI industry, leaving consumers facing higher prices for PC components and potentially limited availability. The future looks bleak for those reliant on personal computers, as manufacturers seem more focused on catering to the whims of a niche market than supporting everyday users.