AI Chip Inflation Cooled in July
In July, the inflation that has been hounding the artificial-intelligence buildout cooled off in many of the most obvious categories of goods. The extraordinary price pressure seen in June eased across computers, storage equipment, circuit boards, copper, and aluminum, while the remaining heat moved deeper into the physical infrastructure of the buildout.
The June figures were alarming. Prices for computer-storage devices jumped 8.3 percent. Bare printed circuit boards surged 22.2 percent. Nonferrous wire and cable rose 1.7 percent, and aluminum mill shapes increased 2.4 percent. It was clear that demand was outstripping supply.
Most of those increases faded in July. Storage-device prices were...
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