Aethir said in a report that AI GPU computing demand will keep climbing in 2026, with annual spending plans from five major tech buyers rising from $380 billion to roughly $660 billion to $690 billion, nearly doubling. The report also pointed to NVIDIA’s quarterly revenue guidance of $108 billion and said sharply higher memory prices are pushing up the cost of AI server systems. According to Aethir, HBM and DRAM prices are expected to rise 90% to 95% in the first quarter of 2026. The company added that GPU allocation is increasingly determined by order position and upfront payments, while delivery timelines and budget approvals have split into two separate metrics, highlighting what it described as an unprecedented level of scarcity in computing resources.
According to Techub News, Aethir said in a report that AI GPU computing demand will continue to surge in 2026, with annual spending plans from five major technology buyers increasing from $380 billion to between $660 billion and $690 billion, nearly doubling.
The report said NVIDIA’s quarterly revenue guidance reached $108 billion. It added that a sharp rise in memory prices is driving a significant increase in AI server system costs.
Aethir said HBM and DRAM prices are set to rise 90% to 95% in the first quarter of 2026, while GPU allocation depends on order position and upfront payment. The report added that delivery cycles and budget approvals have now diverged into two separate indicators, with the scarcity of computing resources reaching what it described as an unprecedented level.
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