The New York Times reports the surge in AI data-center construction is driving sharply higher demand for storage chips and adding upward pressure to prices. Software prices are up 21.2% YoY and 0.5% MoM; smartphone prices are falling.

2026-08-12

The New York Times reports the surge in AI data-center construction is driving sharply higher demand for storage chips and adding upward pressure to prices. Software prices are up 21.2% YoY and 0.5% MoM; smartphone prices are falling.