Nvidia's AI chips are consuming memory at an unprecedented pace:
Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM.
This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone.
By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less.
In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply.
Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips.
As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90.
The global memory chip shortage is out of control.

妈呀，数据中心折旧与维护成本要上天了

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