The Artificial Intelligence gold rush is taking its toll, and gamers are the ones footing the bill. Exclusive information obtained by Insider Gaming reveals that high-level discussions are already taking place within major manufacturers (Sony and Microsoft) regarding a worrying scenario: the next generation of consoles, slated for 2027-2028, could be delayed or launched at extortionate prices due to the RAM supply crisis.
The issue isn’t just inflation; it’s structural scarcity. With demand for memory modules to train AIs skyrocketing, prices have risen by several hundred percent in recent months, breaking the traditional console business model.
The End of the Subsidized Console?
Historically, consoles are sold with razor-thin profit margins or even at a loss (subsidized), with companies making their money back on software and services sales. However, the cost of RAM—one of the most expensive components in a console—has risen so high that this model has become unsustainable.
If Sony or Microsoft tried to launch a “PlayStation 6” or the next Xbox with the desired specs today, the manufacturing cost would force the retail price to be astronomical, potentially shattering the psychological barrier of consumer pricing. The alternative being debated behind the scenes is a delay.
2026: The Year of Hikes, Not Cuts
The news also brings a reality check for the current generation. Traditionally, as a console ages, its price drops due to production optimization. However, sources indicate that 2026 could see further price hikes for the PS5 and Xbox Series X.
Manufacturers’ hope lies in the ability of RAM producers (like Samsung, SK Hynix, and Micron) to expand their physical infrastructure to increase supply. But building fabs takes time. Until then, the gaming industry is held hostage by AI’s insatiable demand, forcing players to hold onto their current consoles longer than planned.
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