Podbit · Bloomberg Intelligence
Apple raising prices due to a single component cost is what Bloomberg called an 'extreme measure.' The real driver: data centers gobbling up DRAM for Nvidia GPUs, leaving consumer electronics manufacturers to pay whatever it takes to secure supply. Micron says the crunch lasts at least 18 more months.
Where this was said
At 4:08 · chapter starts 2:16
Ed Ludlow explains how a severe DRAM supply crunch driven by AI data center demand has forced Apple and Xbox to raise consumer prices, creating a circular market debate. [1] — Ed Ludlow "Apple raising prices due to a single component cost is what Bloomberg called an 'extreme measure.' The real driver: data centers gobbling u…" 04:08
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