Apple raises Mac and iPad prices as AI data-center demand quadruples DRAM costs

Apple hiked Mac and iPad prices — the MacBook Neo entry now starts at $949, up $150 — after Counterpoint Research confirmed DRAM and NAND costs quadrupled over three quarters of AI data-center build-out, sending shares down 6% in their worst single-day drop in over a year. AI infrastructure spending has now reached far enough to reprice consumer hardware, with Apple holding iPhone and Apple Watch flat — a signal of where it judges demand is less price-sensitive.

Source: bloomberg.com ↗