Wow, it’s finally happening: RAM prices are starting to fall. In this video I break down what I’m seeing in the market right now, why the drop is happening, and why I’m still not calling it “back to normal” yet. The big headline is that in the US, memory pricing has already dipped by as much as ~20% from those completely unhinged highs, which is at least real progress after the AI-driven price spike. I go over two main stories that are helping push things in the right direction. First, you’ve got companies like “Opening Eye” (yes, you know who I mean) backing away from big memory-buying plans—often not even real deals, more like letters of intent—so expected demand gets revised down and the market reacts. Second, Google’s new TurboQuant compression method claims up to 6x reduction in AI workload memory usage, which (if it lands) means AI datacenters may not need nearly as much RAM as everyone assumed. That’s spooking stockpilers and resellers who were banking on endless scarcity. My takeaway: we’re not at pre-AI-craze pricing yet, but the direction is finally sane again. I also ask you to guess how long it’ll take before RAM truly returns to “normal,” because the next few months could get really interesting.