Nvidia implemented a $300 wholesale price hike on the RTX 5090 effective May 13 — passed directly to board partners like ASUS, MSI, and Gigabyte. The official MSRP stays at $1,999, but that card is effectively impossible to buy at that price. Most configurations are now trading above $4,000.
The root cause isn't arbitrary. GDDR7 memory — which the RTX 5090 uses 32GB of — now makes up over 80% of the card's total bill of materials. AI data centers are consuming foundry wafer capacity at scale, pushing memory costs up across the board. Nvidia has also cut RTX 50 series production by up to 40% and canceled the RTX 50 Super entirely, pushing the RTX 60 generation to 2028.
For enterprise teams weighing hardware investments: local GPU acquisition still beats cloud compute on TCO for sustained workloads — but the math is changing fast. And legacy GPU inventory is worth more right now than it's been in years.
Full breakdown linked below.

#Nvidia #RTX5090 #GPU #GDDR7 #ITAssetManagement #ITAD #HardwarePricing #TechInfrastructure #AIInfrastructure #DataCenter #PCHardware #EnterpriseIT #BuySellRam #technology

Nvidia implemented a $300 wholesale price hike on the RTX 5090 — passed directly to board partners like ASUS, MSI, and Gigabyte. The official MSRP stays at $1,999, but that card is effectively impossible to buy at that price. Most configurations are now trading above $4,000.

The root cause isn't arbitrary. GDDR7 memory — which the RTX 5090 uses 32GB of — now makes up over 80% of the card's total bill of materials. AI data centers are consuming foundry wafer capacity at scale, pushing memory costs up across the board. Nvidia has also cut RTX 50 series production by up to 40% and canceled the RTX 50 Super entirely, pushing the RTX 60 generation to 2028.

https://www.buysellram.com/blog/why-rtx-5090-prices-keep-climbing-nvidias-wholesale-hike-and-the-gddr7-shortage-behind-it/

#Nvidia #RTX5090 #GPU #GDDR7 #ITAssetManagement #ITAD #HardwarePricing #TechInfrastructure #AIInfrastructure #DataCenter #PCHardware #EnterpriseIT #BuySellRam #tech

For two decades, buying a server meant buying Intel. That era is ending.

AMD just hit a record 46.2% of server CPU revenue in Q1 2026. ARM-based chips — built by AWS, Google, and Microsoft on ARM's licensed architecture — now account for 17–21% of shipments.

https://www.buysellram.com/blog/the-end-of-intels-monopoly-how-amd-and-arm-are-quietly-redrawing-the-data-center-map/

#DataCenter #ServerCPU

#AMD #EPYC #Intel #ARM #CloudInfrastructure #ITAD #EnterpriseIT #TechNews #Semiconductor #Xeon #Hyperscaler #technology

Intel controlled over 99% of the server CPU market for most of the 2000s and 2010s. It was less a competition than a default — Xeon was simply what servers ran on.

That era formally ended in Q1 2026.

AMD's EPYC processors now hold a record 46.2% of server CPU revenue, driven by a core count and price-performance advantage Intel hasn't been able to match. Meanwhile, ARM-based chips — custom silicon built by AWS, Google, and Microsoft using ARM's licensed architecture — account for 17–21% of global server shipments, a figure that barely existed five years ago.

https://www.buysellram.com/blog/the-end-of-intels-monopoly-how-amd-and-arm-are-quietly-redrawing-the-data-center-map/

#DataCenter #ServerCPU

#AMD #EPYC #Intel #ARM #CloudInfrastructure #ITAD #EnterpriseIT #TechNews #Semiconductor #Xeon #Hyperscaler #tech

For two decades, buying a server meant buying Intel. That era is ending.

AMD just hit a record 46.2% of server CPU revenue in Q1 2026. ARM-based chips — built by AWS, Google, and Microsoft on ARM's licensed architecture — now account for 17–21% of shipments.

https://www.buysellram.com/blog/the-end-of-intels-monopoly-how-amd-and-arm-are-quietly-redrawing-the-data-center-map/

#DataCenter #ServerCPU

#AMD #EPYC #Intel #ARM #CloudInfrastructure #ITAD #EnterpriseIT #TechNews #Semiconductor #Xeon #Hyperscaler

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.

2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."
https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #technology

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.

2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory