If TurboQuant cuts memory demand to one sixth at scale, it could crush pricing power across the entire memory industry and trigger a multi cycle repricing of chip valuations. BestBuy just dumped prices on its Kingston DDR5 to keep up with MicroCenter.
BREAKING: DDR5 memory prices crash up to 30% after Google unveiled TurboQuant. Google TurboQuant cuts AI memory usage to 1/6, raising concerns about memory demand. Memory prices are up 106% since 2024 lows, but are now falling. 32GB DDR5 on …
