Subj : ESXi
To   : Adept
From : niter3
Date : Thu Dec 11 2025 08:33 am

 Ad> In this case, no.
 Ad> 
 Ad> Yes, tariffs have increased costs, but this memory price thing is hitting
 Ad> worldwide, not just in the US.
 Ad> 
 Ad> I heard something about the producers trying to do something to slightly
 Ad> increase prices, but I don't know enough to know if that's a conspiracy
 Ad> theory, or the industry back to its old price fixing tactics.
 Ad> 
 Ad> But the demand from all the genAI buildout appears to be the actual
 Ad> cause for the increased prices, followed by companies buying up
 Ad> everything they can before the prices go up further, thus causing the
 Ad> prices to go up further.

Right.. Didn't even think about AI. All the companies are throwing a ton into this, so that makes sense.

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