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Octave Klaba (OVH) predicts +5-10% cloud price increase in 2026 due to rising RAM/NVMe costs
Saw this thread from Octave Klaba recently and thought it was worth sharing here.
He estimates that cloud product prices will increase by about +5% to +10% between April and September 2026 due to supply chain shifts due toward AI/GPU memory production.
At OVHcloud, we estimate that the same server produced in Dec 2025 and Dec 2026 will cost between +15% and +35% more.
In the meantime, until June 2026, the global supply chain is anticipating this price increase by receiving components 6 months earlier, at a lower price, which allows production for 6-12 months at a lower price vs the true market price. But this defensive move still causes component prices to rise starting in Dec 2025.
In short, the impact of AI on the Cloud: the price of certain Cloud products will increase by about +5 to +10% between April and September 2026. These are estimates based on the information we have as of November 2025. This could accelerate.
Comments
Only +15-30%? It's what happens when hardware cost go up 100-200%.
Due to black friday. Next year its fine.
Until it hits kimsufi, hardware is that old, no one cares about.
Kimsufi is what most people here on LET care about anyway.
I doubt, that nearly EOL servers on Kimsufi, will see any price increase, related to increasing memory prices.
Word on the street is that the DRAM shortage is so severe that resellers are now getting requests to buy up old DDR3 inventory. It may take some time, but even older hardware is expected to see a surge in demand, and this will certainly have an impact.
@plumberg
See? Told ya, them atoms are a true bargain!
I saw OneProvider sell atom products hard
That would be great. Empty remaining DDR3 inventory. Send in your DDR3 sticks for warranty replacement and when they can't replace it they'll send DDR4 replacement.
yea they sell a bunch of scaleway atom servers
I've been freaking about about the RAM prices also. While we aren't at capacity, when we do so it'll cost $3500-4000 for servers which once cost $2500.
OpenAI and Google should pay for my RAM
.
I just realised I’ve got some DDR3 and DDR4 sticks just lying around 🤔
The RAM I have in my PC now costs 300% of it's price... HDD's went up 30% in price, I just wanted a NAS :c
Better move that to a safe
At this point DDR4 and DDR5 is same price on Amazon that I am forcing myself to buy DDR5.
My PC died in May. Glad it happened before this price craziness otherwise I wouldn’t have been able to get the little monster I have now.
Another sales pitch just got invented...
People were calling me stupid for paying 200 Euro for 64 DDR5 RAM, look who is laughing now (not me bcs Im still poor)
I paid about that for 96GB, now on 128GB, sadly got rid of my previous 64 and 96GB kit's though, there goes my profit! x)
My is ❤️ Atoms
ReliableSite.Net and Scaleway
€10.98 baguette 2026 confirmed
However, OVH still has a large number of machines using DDR3 and DDR4 memory — they just found an excuse to raise prices, that’s all.
so we'll have to pay in advance to secure our current price? and maybe, to set a longer commitment period?
Will they give us a discount when the AI datacenter bubble crashes and RAM is almost free? No.
Every excuse to rise prices is good one.
Think I will keep my baguettes for longer than expected.
Always and Forever!
Which was the €5/ m dedi you got last year?
its joever
Scaling down for RAMageddon: