Tag: public cloud

🔴 RAM/NVMe Market Alert: Impacts and Opportunities for ScalarCloud Clients

Published on December 10, 2025 in Cloud

Hello everyone,

As some of you have already noticed, RAM prices and NVMe storage prices have been skyrocketing for some time.

The figures 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 excluding VAT to €1,609.96 excluding VAT. That is an increase of more than 400%. At the same time, the price of the NVMe drive (Corsair MP700 PRO SE 4 TB) rose from €499.96 to €583.29.

The cause? 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 that Micron was withdrawing from the consumer market (the Crucial product line) to focus on data centers. The result: pressure on inventory is intensifying. The indicators point to a potential increase of 500% over the next 6 months, with a peak expected in summer 2026.

What Does This Mean for You?

1. Current ScalarCloud clients: Your prices remain unchanged. We secured our supplier contracts for several years when your infrastructure was deployed. Your current resources are protected.

2. The current inventory dilemma: We have infrastructure in stock. Financial logic would suggest using it to attract new clients at a high price. I made a different decision.

Starting today, we are prioritizing our partners and existing clients. Throughout December, you can purchase RAM at the current price, before the increase, while supplies last.

If you expect to need additional resources next year, now is the time to secure them. If any inventory remains after this operation, it will be offered at the standard price through December 31.

– Billing starts, even if allocation takes place earlier: January 1, 2026. – Commitment: None. You can return this RAM at any time, at which point it will return to inventory and be offered at the new price.

Looking Ahead

For new infrastructure, excluding current inventory, we are still considering the fairest model: passing through the actual cost of RAM, with a significant impact for some, or spreading the increase across all services. Simulations are underway, and a hybrid approach may emerge.

If you expect to need an expansion or new machines, contact us quickly. We estimate that the current inventory will be depleted by the end of December, excluding the “spare” safety stock that we must retain for maintenance.

Have an excellent day, everyone.

—
Christophe Casalegno
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