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Costs for high performance chips, Radeon graphics cards, and motherboard components will rise to offset increased manufacturing fees from TSMC. AMD announced t…
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Key sources
- SOURCEmarketbrief.now
- SOURCEhuggingnewshuggingnews.com
- SOURCE@photoncap“NBIS는 10/1부터 NVDA GPU 임대료를 17~21% 올리면서 AMD EPYC Genoa CPU는 25%, 메모리는 약 41% 올렸다”x.com
- SUPPORT@tradestockdata“year-end target is $7 to $9B ARR, tripling from $3.0B in six months”x.com
- SUPPORT@babyfolio“compute supply is still constrained and GPU rental prices are already moving higher”x.com
- SOURCEhuggingnewshuggingnews.com
- SOURCEmarketbrief.now