"After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly."
"Ben Barringer, head of technology research at investment management firm Quilter Cheviot, told CNBC that TurboQuant is 'evolutionary, not revolutionary,' and 'it does not alter the industry's long‑term demand picture.'"
"While prices of some memory kits are currently down from their all-time highs, they're still significantly higher than their all-time lows."
"Just two weeks ago, MSI general manager Huang Jinqing said the company plans to raise prices on its products between 15 and 30 percent in 2026."
DDR5 RAM prices are decreasing after a period of inflation, influenced by AI companies purchasing large quantities for datacenters. The release of Google's TurboQuant compression algorithm has led to a drop in stock prices for memory manufacturers, resulting in lower product prices. However, experts caution that this price drop may not be sustainable, as TurboQuant has limitations and does not change the overall demand for RAM. Current prices remain high compared to historical lows, and future price increases are anticipated.
Read at Kotaku
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