AI Demand Strong, Memory Prices Will Go Up and AI Model Profits are Proven
Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory SOCAMM contract pricing paid by Nvidia at ~$8/GB in 1Q26, a sharp step-up from 4Q25 to 1Q26. ...
Link :
https://www.nextbigfuture.com/2026/05/ai-demand-strong-memory-prices-will-go-up-and-ai-model-profits-are-proven.html
Link :
https://www.nextbigfuture.com/2026/05/ai-demand-strong-memory-prices-will-go-up-and-ai-model-profits-are-proven.html
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