@fuzzygroup @digitalraven unfortunately not just a single vendor. We have seen similar increases in similar hardware with multiple distributors and OEMs. Anything that has decent amounts of RAM, flash, or HDD has been going up ludicrously fast with availability going down and being forecast to be near zero come Q3/Q4.
Likewise not doing "AI" bs, regular old compute on-premise.
If you want to follow along, open a price hisory graph for available ddr5 rdimm 64 GB RAM, go to a 6 month timescale.