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I see that Aliyun announced significant increases in prices for computing and storage for AI. The acceleration products even went up by 34%, and intelligent storage also increased by 30%. Basically, the entire AI line became more expensive.
What is happening is that the global demand for AI has exploded, and the supply chain cannot keep up. But there's more: Aliyun is seeing an incredible growth in token consumption through its Bailian service - recording the highest growth in history in the first months of this year. It seems they are prioritizing directing scarce computing resources to this token business, which is generating more demand.
It's a common scenario when infrastructure can't keep up with demand: prices go up. Aliyun is basically signaling that resources are limited and need to be reallocated. It's interesting to see how the AI boom is impacting the entire cloud computing chain.