hardware costs

1 articles
BenzingaBenzinga··Stjepan Kalinic

AI Demand Strains Memory Market, Lifting Costs Across Tech Industry

AI demand surges memory chip prices 40-50%, straining supply chains. Hyperscalers' concentrated buying power and limited manufacturers create bottlenecks, forcing cloud providers to raise costs 30-55%.
MSFTMUGOOGGOOGLAI infrastructurehyperscaler demand