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AI data centers are consuming memory chips, driving up prices for phones, laptops, and consoles. Major manufacturers like Apple, Sony, Microsoft, and Nintendo have raised prices, and further increases are expected.
This tweet discusses rising hardware prices, including used RTX 3090s, and argues that frontier intelligence is not limited to data centers, making a case for being bullish on local/open-source AI.
The global memory crisis is driving up prices for legacy DDR2 and DDR3 RAM as hardware makers turn to older components due to shortages of mainstream DRAM, with contract prices expected to rise sharply.