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Memory costs hit 63% of AI chip component spending

Memory costs hit 63% of AI chip component spendingepochai.substack.com

Memory is now the largest and fastest-growing component cost for leading AI chip designers, rising from 52% to 63% of total component spending since early 2024. The analysis from Epoch AI highlights this trend as AI chip designers allocate more to memory.

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19 days ago
Memory costs hit 63% of AI chip component spending — AIBriefs