Upgrading hardware is usually a straightforward decision: Your device slows down, you replace it. But 2026 isn’t showing a typical hardware cycle. Increased demand for memory from AI data centers has tightened the current and future supply of RAM (random access memory, a form of electronic computer memory), putting upward pressure on production costs. What does this mean for you? Prices and availability may never get better.
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a. Minimax AI 产品家族（含 Minimax、视频生成海螺 AI、音频生成 Minimax Audio、Talkie，主要靠 Talkie 和海螺 AI）收入小超 1500 万美金，同比增长从前 9 个月的接近 150% 增速砍半，回落到了 82%，是增长回落的主要原因。