The rise of local agentic computing faces a brutal reality: rising DRAM prices — RTX Spark, Gorgon Halo chips subject to 63% DRAM contract price hike this quarter
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AI GeneratedNvidia unveiled the RTX Spark and AMD introduced the Ryzen AI Max 400 "Gorgon Halo" lineup at Computex 2026, both focusing on local agentic computing. However, the increasing demand for on-device RAM due to local AI computing is facing challenges with rising DRAM prices. AMD's Gorgon Halo SKUs offer increased memory capacity, but the market is impacted by a 58% to 63% DRAM contract price hike this quarter. Despite efforts to expand memory capacity, memory costs are significantly affecting the tech industry, with vendors adjusting prices and making strategic decisions to navigate the memory shortage.