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the AI Effect on Hardware
Why are hardware prices rising? AI companies are consuming enormous amounts of chips and memory to build out data centers — and it's squeezing supply for everyone else. Supply Redirected — More components flowing to hyperscale data centers, reducing enterprise availability. Chip & Memory Surge — OpenAI, Microsoft, and Google are scaling aggressively, making AI the most profitable market for manufacturers. Production Priorities Shift — Manufacturers are moving capacity away

Consys Group Inc.
Apr 161 min read

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