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Memory now accounts for 63% of AI accelerator costs, up from 52% in early 2024, shifting industry priorities toward data movement optimization over process shrinks.
John Carmack comments on memory cost and capacity issues for AI accelerators, noting that model inference can have deterministic memory access patterns, contrasting with game rendering.
Apple has raised prices across its product lineup—including Macs and iPads—by hundreds of dollars, blaming soaring memory costs driven by AI investments that have shifted chipmaker focus to more profitable data center memory.