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.