RAM/NVMe market alert: impacts and opportunities (ScalarCloud clients) / ScalarX Limited

RAM/NVMe market alert: impacts and opportunities (ScalarCloud clients)

Posted by brain in Non classé on 10 décembre 2025 with No Comments

Hello everyone,

As some of you may already have noticed, RAM prices and NVMe storage costs have been soaring for some time now.

The numbers speak for themselves: the same RAM model (G.Skill Ripjaws M5 RGB 96 GB) from the same supplier (LDLC Pro) that I bought in September has gone from €374.96 ex VAT to €1,609.96 ex VAT. That is an increase of more than 400%. At the same time, the NVMe drive (Corsair MP700 PRO SE 4 TB) has gone from €499.96 to €583.29.

The reason? The explosive demand for « AI compute« . It has become far more profitable for manufacturers to prioritize GPU-specific RAM, drastically reducing production capacity for the rest of the market.

The situation accelerated on December 3 with the announcement of Micron’s withdrawal from the consumer market (Crucial range) to focus on data centers. As a result, pressure on inventories is intensifying. Indicators are converging towards a potential 500% increase over the next 6 months, with a peak expected in summer 2026.

What does this mean for you?

1. Existing ScalarCloud clients: Your prices are maintained. We secured multi-year supplier contracts when we set up your infrastructure. You are protected on your current resources.

2. The current stock dilemma: We have a stock of infrastructure available. From a purely financial standpoint, the obvious move would be to use it to attract new clients at a higher price. I have made a different decision.

Starting today, we are prioritizing our existing partners and clients. Throughout December, you can acquire RAM at the current price (before the increase), until stock is depleted.

If you expect to need additional capacity next year, now is the time to secure your resources. If there is still stock left after this operation, it will be sold at the normal rate until 31 December.

– Billing start date (even if allocation takes place earlier): 1 January 2026. – Commitment: None. You can return this RAM at any time (it will then go back into the sales flow at the new price).

For the future

For new infrastructures (outside the current stock), we are still assessing the fairest model: passing on the actual cost of RAM (significant impact for some) or smoothing the increase across all services. Simulations are underway; a hybrid approach may emerge.

If you think you may be affected by expansion needs or new servers, please contact us quickly. We estimate that the current stock will be exhausted by the end of December (excluding the mandatory « spare » safety stock that we must keep for maintenance).

Have an excellent day, everyone.

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