La pénurie de puces causée par l'IA fait grimper le prix de votre iPhone
About This Episode
Tim Cook qualifie la crise des puces mémoire de crue centenale : les prix ont été multipliés par six en un an, absorbés par les centres de données d'intelligence artificielle. Apple augmente ses tarifs et s'associe avec Intel pour fabriquer des puces aux États-Unis, tandis que Nvidia lui ravit la première place chez TSMC.
Our Take
AI's insatiable chip appetite has gotten so massive it's reshaping the semiconductor industry and hitting consumers in the wallet — memory prices have surged sixfold, iPhones are getting more expensive, and Apple is being forced to partner with Intel because Nvidia displaced it as TSMC's top customer
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