In about 6 months, the price of RAM and NVMe drives will increase... significantly.This is linked to AI demand: all global production capacity is shifting towards the highly profitable memory used in GPUs, and production capacity for the rest of the market is decreasing. This increases price pressure on all types of RAM and NVMe drive components, not just those used in AI.At OVHcloud, it is estimated that the same server produced in Dec 2025 and Dec 2026 will cost between +15% and +35% more.While awaiting June 2026, the global supply chain is anticipating this price increase by receiving components six months earlier at a lower price, allowing for production for six to twelve months at a price lower than the true market price. However, this defensive move still causes component prices to rise starting in December 2025.In short, the consequence of AI on the Cloud: the price of certain Cloud products will increase by approximately +5 to +10% between April and September 2026. These are estimates based on information available in November 2025. This could accelerate.
