Nvidia’s switch to LPDDR in data centers expected to double server-memory prices by late 2026

Nvidia decided to redesign its AI servers around smartphone-style memory chips, which has sparked disruption across the semiconductor industry. Counterpoint research has revealed that the shift could double global server memory prices by the end of 2026. According to the research, Nvidia shifted from DDR5 server memory to LPDDR, a low-power-consuming chip commonly used in mobile devices. The shift forms as part of Nvidia’s efforts to reduce power consumption in AI servers, which have been considered energy-intensive in modern data centers. Although the new architecture adopted by Nvidia will reduce operational costs, some analysts have argued that it’s creating intensive pressure across the memory supply chain . DRAM prices surge 171% as Samsung and Micron prioritize HBM for AI So far, memory manufacturers have shifted most of their focus towards high-bandwidth memory (HBM), which is primarily used in advanced AI accelerators, resulting in a reduction in DRAM memory production. DRAM...

https://www.cryptopolitan.com/nvidias-shift-to-phone-style-memory/