Episode Details

get your shiny new DDR-4 motherboards

https://pivot-to-ai.com/2026/08/19/memory-prices-are-up-500-in-the-past-year-because-of-ai/ - blog post

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Sources:

• Memory prices climb 500% in 12 months, up to 10x the lowest ever tracked prices — 128GB of DDR5 now $3,399 https://www.tomshardware.com/pc-components/ram/memory-prices-climb-500-percent-in-12-months-up-to-10x-the-lowest-ever-tracked-prices-128gb-of-ddr5-now-usd3-399
• Gigabyte is launching B550 AM4 motherboards and recommending four-year-old CPUs because the memory crisis is really that bad https://www.pcgamer.com/hardware/motherboards/gigabyte-is-launching-b550-am4-motherboards-and-recommending-four-year-old-cpus-because-the-memory-crisis-is-really-that-bad/
• Speicherpreise im Check: Ein neuer Höchststand ist erreicht https://www.computerbase.de/news/storage/speicherpreise-im-check-ein-neuer-hoechststand-ist-erreicht.98854/
• Apple Is Reinventing Itself as the World's Biggest Subscription Provider https://www.bloomberg.com/news/newsletters/2026-08-02/apple-subscriptions-macbook-air-shortages-apple-to-make-glasses-health-device-msbvajjp
• The world's RAM supply crisis is going to get worse before it gets better https://appleinsider.com/articles/26/08/05/the-worlds-ram-supply-crisis-is-going-to-get-worse-before-it-gets-better
• Chip Maker Soars 466% on Debut to Become No. 1 in China Stock Market https://www.wsj.com/tech/cxmts-strong-debut-boosts-chinas-bid-to-conquer-memory-chips-21e0e9f4

Extras:

• Tante interview (YouTube members) https://www.youtube.com/watch?v=0TE5RdZ1dlc&list=UU9rJrMVgcXTfa8xuMnbhAEA
• Tante interview (Patreon, video and podcast) https://www.patreon.com/davidgerard/posts/tante-interview-166906344
• Ketan Joshi interview: early preview tomorrow!