Amazon StockProThe increase in memory prices will lead to higher costs for computing power cards. Some small-scale data center construction may stagnate, which will further drive up the leasing prices of computing power. New construction will only begin when prices rise to the point of profitability.
Therefore, computing power leasing prices will continue to rise this year, which is beneficial for cloud providers. $Amazon(AMZN.US) and $Microsoft(MSFT.US), especially Microsoft, which, to my knowledge, is currently the manufacturer hoarding the most NVIDIA cards. 😅
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