07/10/2026
Micron told investors last week that memory supply will be tighter in 2027 and 2028 than it was this year, and that they have no line of sight on when supply and demand rebalance. Humanoid robots needing 200GB+ of DRAM per unit by 2030 is the part that got the headlines, but the near-term forecast is the part that matters.
Hardware pricing moves into cloud pricing slowly. Providers buy on long contracts, instance costs are sticky, and nobody's bill is jumping next quarter. The direction is still worth taking seriously.
For about fifteen years, memory has been effectively free. Not literally, but close enough that "throw more RAM at it" was a reasonable first response to a performance problem. Cache everything. Size up the instance. Use the data structure that reads nicely and let the hardware absorb the difference. That was a rational trade when memory got cheaper every year. It was always a trade, though. We just stopped pricing it.
Right-sizing instances instead of defaulting one tier up, and knowing your actual memory footprint under load rather than guessing at it, are not sophisticated engineering. They're the kind of thing teams skip because the cost of skipping them has been close to zero. That's the part that's changing.
If you need help with your cloud infrastructure, talk to us.
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