◆ TESSARASee the live memory regime →
DDR5 server memory is climbing
Spot prices for DDR5 server memory are up about 16% in 90 days and still accelerating. Rising memory prices are the clearest sign that the AI build is straining the supply that feeds it. TrendForce spot data tracks the move week by week.
Tessara Research · Free
We watch what breaks first.
Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
Free. No spam. 1 to 2 memos a week.
Source-backed constraint intelligence for the AI build.