More Power Systems Price Hikes, This Time They Are “Directional”
June 22, 2026 Timothy Prickett Morgan
As you well know by now, prices for CPUs, GPUs, main memory, and flash storage have gone completely bonkers thanks to the GenAI system buildout, with systems specially designated for AI workloads now comprising 70.2 percent of the $122.6 billion in system revenues during the first quarter. AI sales would be even larger, and so would sales of traditional systems, had it not been for component shortages that have been consequently driving prices higher. But if there was no shortages to begin with, maybe revenues would also not be so crazy, too, and shipments would be maybe 30 percent to …
Read more
