Facing The Rising Costs of AI

The explosion of artificial intelligence is quietly transforming the computer memory industry. Major manufacturers are now allocating an increasing share of their production capacity to the needs of cloud and AI giants, attracted by significantly higher profit margins. This shift particularly affects advanced memory technologies used in AI accelerators, but its impact is gradually spreading across the entire market.For consumers and traditional businesses, the consequences are becoming increasingly visible: rising prices, reduced availability, and slower hardware refresh cycles. While hyperscalers secure multi-billion-dollar supply agreements, other market players are losing influence over manufacturers’ priorities. Even Apple is probably affected by this new market dynamic.This raises an important question: should certain memory manufacturing capacities be considered a strategic resource that deserves some level of public policy protection?At first glance, legislation aimed at…