AI stocks slide but server memory and GPU rental prices are still up 15% in a month
tengyanAI · x · 2026-10-24
- The author's tessaraai tracker shows over the past month: 32GB DDR5 server memory +15%, GPU rental prices across 6 providers +15%, NAND wafer spot −7%.
- Elon Musk said on SpaceX's earnings call they tried renting compute from other clouds to free up GPUs for training but couldn't find the capacity.
- Conclusion: with AI stocks hammered while two key physical demand indicators keep rising, this looks like a positioning unwind rather than a collapse in underlying demand.
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