Quote · Bloomberg Intelligence
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price
Where this was said
Memory Chip Shortage Hits Consumer Electronics: Apple & Xbox Raise Prices
At 4:56 · 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
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.
OpenAI is leaning toward staying private until at least 2027, according to the New York Times citing three people close to the company.
OpenAI is leaning toward staying private until at least 2027. It's not just about market timing — the company believes certain strategic goals are more achievable as a private company. And OpenAI isn't losing sleep over the prospect of Anthropic going public first.
