AI chip suppliers are benefiting from pricing power in high-bandwidth memory, a market shaped more like an oligopoly than a commodity business. George Noble, citing Bernie Horn, says a small group controls a critical layer of AI infrastructure.
published
AI chip suppliers are benefiting from pricing power in high-bandwidth memory, a market shaped more like an oligopoly than a commodity business. George Noble, citing Bernie Horn, says a small group controls a critical layer of AI infrastructure.
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