Soaring demand for a limited supply of memory chips and other components has quickly pushed up prices for the Nvidia AI servers those chips go into, particularly over the last few months.That’s made it more difficult for cloud providers that buy the servers to create budgets and predict future ...

AWS GPU prices are up about 20%, its second hike this year, as the AI memory shortage reaches the cloud and gives hyperscalers pricing power.

Ramprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantly for the company.

Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices.

We closely track efforts by Anthropic, Google and OpenAI to get access to more server chips to run their models. But we don’t talk enough about the work these companies are doing…

Soaring demand for a limited supply of memory chips and other components has quickly pushed up prices for the Nvidia AI servers those chips go into, particularly over the last few…

Call it a hot chip summer. Investors are flocking to startups making semiconductors and components to run AI more efficiently, minting high valuations for businesses looking to…

Basic semiconductor and data centre parts such as power chips, capacitors seeing shortages, rising prices amid AI data centre boom

AI data center demand is tightening memory chip supplies, forcing manufacturers to prioritize AI hardware over consumer devices and raising concerns about higher prices and future…

Nvidia is using its powerful balance sheet to help more companies buy its expensive AI chips, and possibly make some money back too. It’s promising to financially backstop young…

Before we get to today’s agenda, check out Phoebe’s report Wednesday night that Nvidia has launched a new program to financially backstop customers’ purchases of its AI chips.…