The biggest near-term cost of the AI boom is what the buildout is doing to the price of everything else you run. DRAM contract prices rose 90 to 95 percent in a single quarter, and memory-heavy infrastructure like databases is taking the hardest hit.
Our white paper How the AI Buildout Is Repricing the Rest of Your Infrastructure covers how AI demand is repricing ordinary compute and which changes pay for themselves at current prices.
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