US EditionSoaring memory prices dampen sentiment as AI swallows output
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Driven by surging demand for artificial intelligence (AI) computing, hyperscale operators have shifted global chip production to AI data centers, leading to a significant increase in global memory and storage component prices, putting upward pressure on the personal computer (PC) market. Industry giants such as Dell, Lenovo, and HP have confirmed that computer prices will rise by 15% to 20%.
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Data Centre ReviewSoaring memory prices dampen sentiment as AI swallows output
Rising AI server demand is dampening the IT and smartphone markets as US hyperscalers suck up memory, forcing everyone else to accept higher prices Much of the focus on resource depletion has been around AI infrastructure, in particular the energy and water demands, plus rising construction costs, but the rush to embed AI in everything has massive implications for the consumer IT and smartphone markets this year – and these are not good. Taiwa…
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