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Microsoft AI PC Push Meets RAM Price Wall
November 4, 2026 · 1 source
Microsoft just hit a brick wall for its new AI-focused personal computers because RAM prices are skyrocketing. Customers are sweating their current assets while budgets stay tight. Yet that has not stopped executives from Redmond from getting creative with their sales pitch. The tech giant is still beating the drum hard. The part nobody is talking about is that buyers are holding back while memory costs climb. Other major tech deals are moving fast at the same time. Marvell just bet one hundred fifteen billion dollars on a photonics leader. Meanwhile, Anthropic reports revenue nearing seventeen billion dollars as its compute tab could top one trillion.