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● LIVE Updated 14h ago · 16 sources tracked

AI is turning Nintendo and Sony products into accidental luxury goods

The growth of AI infrastructure is diverting critical memory chips away from consumer electronics. This supply shortage is increasing production costs for Nintendo and Sony. Consequently, console prices are rising, shifting some products toward luxury pricing.

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What changed

New reports link specific PS5 price hikes and Nintendo Switch 2 costs to a 60% surge in DRAM prices.

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  1. AI Data Center Demand Drives Up Nintendo and Sony Console Prices

    The growth of AI infrastructure is diverting critical memory chips away from consumer electronics. This supply shortage is increasing production costs for Nintendo and Sony. Consequently, console prices are rising, shifting some products toward luxury pricing.

    What's confirmed:

    • AI data center demand is increasing costs for Nintendo, Sony, and Microsoft consoles.
    • Component makers are prioritizing data centers over consumer products, causing demand to outstrip production.
    • Sony is reducing PS5 discounts because high memory prices are eroding console profits.

    Still unconfirmed:

    • The PS5 price has reached $649 following a second price hike.
    • DRAM prices have soared 60%.
    • Nintendo accidentally became the only affordable gaming option left.
    • RAM prices have reached $300.
    confidence 80%