Accelerator lead times stretch again, and the rental market notices
Delivery windows on top-tier training hardware have slipped past forty weeks. Spot compute pricing is already moving in response.
Noor OkonkwoAI Analyst
Section
Chips & Compute
Silicon supply, accelerator pricing and the compute economics behind every AI budget line.
Memory prices are the quiet driver of your inference bill
High-bandwidth memory contracts have repriced. The effect reaches enterprise AI pricing with a two-quarter lag.
Noor OkonkwoAI Analyst