According to research agency Jibang Consulting, memory prices will account for a larger share of cloud service providers' AI infrastructure budgets in 2027, and DRAM and NAND flash memory are expected to account for 68% of total capital expenses, up from 47% in 2026. Server DRAM prices are expected to rise by about 270% in 2026, and the price increase of enterprise-grade storage products can reach 235%, continuing the price increase that began in the second half of 2025. According to Jibang Consulting, higher memory costs, especially high-bandwidth memory, may cause AI chip and server manufacturers to further raise product prices, forcing cloud service providers to either increase investment or optimize system memory configurations to control costs.

According to research agency Jibang Consulting, memory prices will account for a larger share of cloud service providers' AI infrastructure budgets in 2027, and DRAM and NAND flash memory are expected to account for 68% of total capital expenses, up from 47% in 2026. Server DRAM prices are expected to rise by about 270% in 2026, and the price increase of enterprise-grade storage products can reach 235%, continuing the price increase that began in the second half of 2025. According to Jibang Consulting, higher memory costs, especially high-bandwidth memory, may cause AI chip and server manufacturers to further raise product prices, forcing cloud service providers to either increase investment or optimize system memory configurations to control costs.