The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain. DRAM Contract Prices Have Increased Significantly In the Past Few Quarters, But This Doesn’t Bother NVIDIA For Now DRAM shortages have disrupted broader supply chains, affecting segments like AI and consumer markets, but, interestingly, for hyperscalers, there are few options other than buying DRAM at outrageous prices, either on spot or contract terms. Based on information from SemiAnalysis and supply chain reports, memory prices have started to influence hyperscaler investments to […]
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