I fully agree for 2 reasons:
1. Microsoft seems to be in a hurry to release the new Xbox, if they do at all… AMD speculates a 2027 release. This will hurt them in the long run, because:
2. Datacenters are buying up ALL the RAM, and some RAM manufacturers have stopped making RAM for consumer products entirely, while the other remaining ones are scared to ramp up their production capacity to make more RAM because they’re worried this whole AI thing is a bubble that is about to pop, and they don’t want to be caught holding the bag when it does pop. So, for now, it costs $300-400 for 32GB of DDR5. That’s the MSRP for some entire consoles.
If Microsoft drops the new Xbox now, it’s going to cost them a fortune. If Sony holds their cards a moment and lets PS5 cook for a while, as it’s showing no signs whatsoever of slowing down in sales, then by the time PS6 is ready to drop, RAM prices should have stabilized, allowing Sony to devote much more of their budget towards making PS6’s CPU and GPU more powerful, in addition to the tech itself maturing and the available CPU and GPU parts being much more powerful for the same price point than they would be if released today. So, we’d get a super powerful PS6 in say, 2029, that won’t have to cost $700-800. They speculate, based on the current specs, that the new Xbox will cost north of $1,000, and that was before the RAM shortage came into the picture. It’s definitely going to be even higher now that RAM costs so much.
MS will be shooting themselves in the foot (again) if they try to drop a new Xbox now, and Sony would be wise to capitalize on that mistake by holding their cards a while longer, raking in more of those PS5 profits, and then dropping a new console as soon as the hardware market stabilizes from this AI datacenter BS.
