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Chipflation and the New AI Financing Boom
AI demand has sent memory chip prices and semiconductor costs soaring, but the bigger question is whether this is a lasting inflation problem or just another boom and bust cycle for chips.
Mike Armstrong and Paul Lane break down why the AI buildout has pushed up prices for chips, servers, and data center equipment, why semiconductor costs may stay elevated in the short term, and why new supply and innovation could eventually bring prices back down. They also discuss Jensen Huang’s push to make AI chips look like longer-lasting financial assets, why Wall Street may try to create new markets…
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