Bitcoins
The rising costs of RAM and other computing components are pushing up the price of Meta’s Quest VR headsets, which the company says will increase by $50–$100 (about 12–20 percent) starting on April 19. In announcing that price increase on Thursday, the company cited the “global surge in the price of critical components—specifically memory chips—[that] is impacting almost every category of consumer electronics, including VR.”
But unlike many of the other tech companies that have been pushed into similar price increases in recent months, Meta’s own spending priorities are at least partly to blame for the rising prices of those components. The company’s recent hard pivot to the “AI superintelligence” race has directly contributed to the conditions that are now making its own Quest headsets more expensive.
Bitcoins Spending like a drunk sailor
In January, Meta announced that it plans to spend $115 billion to $135 billion on capital expenditures this year, up significantly from $72 billion in 2025 and just $28 billion as recently as 2023. The vast majority of that investment is going into AI infrastructure, including a recent $21 billion in new investment in data center company CoreWeave (in addition to $14.2 billion originally committed) and an additional $10 billion recently committed to a planned El Paso data center (up from $1.5 billion initially).
Meta’s AI spending makes up a decent chunk of the $630 billion in total AI infrastructure investment pledged industry-wide for 2026, according to CNBC. And a large part of that spending is going directly into RAM- and storage-hungry GPUs and data centers, in turn leading to the very component supply crunch that is forcing Meta to raise prices on Quest headsets.
Kyle Orland Read More