Data centers are on track to swallow about 70% of the world’s memory chips this year, up from a…
data centers are on track to swallow about 70% of the world’s memory chips this year, up from a fifth in 2022, and a 36gb hbm3e module now costs $2,100 on the spot market. that is why ai server prices are up more than 15% for 2027.
the gpu shortage ended and a memory shortage took its place.
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