OVH CEO predicts some cloud prices to rise 5-10 percent by mid-2026

The price of some cloud services will have to rise by five to ten percent by mid-2026, maybe sooner, according to Octave Klaba, CEO of French cloud OVH.

In a weekend post to his X account, Klaba opened with the observation that the price of RAM and NVMe drives will increase significantly in around six months.

The CEO attributed that increase to demand for AI hardware, which he said has seen memory-makers shift production to the HBM memory used in GPUs. That move means fewer fabs are churning out other forms of memory.

“This in turn increases price pressure on all types of RAM and NVMe drive components, not just those for AI,” he wrote, according to machine translation of his post.

Klaba’s predictions are not an outlier: Memory-centric analyst firm TrendForce last week noted the spot price for 1Gx8 DDR4 memory has risen 158 percent since September 2025 ...