Peter Berezin: Real terms spending increase may be driven by soaring memory prices

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10.05.2026

Peter Berezin: Real terms spending increase may be driven by soaring memory prices — Memory prices may fuel higher spending

Peter Berezin, industry influencer, raises questions about the recent increase in spending, noting that much of it may be due to rising prices, particularly for memory.

He observes that if prices eventually decline, the depreciation charge would increase, implying that current higher expenditures may not reflect increased real demand.

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Berezin has previously highlighted that DDR5 spot prices are up but still below prior peaks, indicating memory market tightness has stabilized. In a separate note, he linked the arrival of artificial general intelligence to near-term bullish prospects for the stock market. Both topics have featured in his recent market commentary.

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