Christopher Mims / Wall Street Journal:

TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027  —  AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions

Christopher Mims / Wall Street Journal:

TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027  —  AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions

Source: TechMeme
Source Link: http://www.techmeme.com/260117/p7#a260117p7