A Booming Nvidia Supplier Says AI Costs Need to Drop

Nvidia isn’t the only beneficiary of the unprecedented boom in artificial intelligence chips. One of its key suppliers, memory chip maker Micron, is sold out for this year and into 2025. Yet a senior executive acknowledged that even Micron doesn’t know how long the frenzy will last, given the high costs businesses face in using the latest AI.

“We’re all wondering, how much of this is going to be sustained? Is there going to be a leveling off period…?” said …

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