Has the era of AI cheap prices ended? Chips are getting more expensive, and the true big winners are emerging!

SemiAnalysis points out that chip prices are still rising.
This means the era of cheap computing power may be gradually coming to an end.
In recent years, everyone got used to training models becoming cheaper and cheaper.
Now, the story has reversed.
Advanced process nodes, HBM memory, and packaging technologies are all in tight supply.
Costs are beginning to rise.
So a new market trend has emerged:
Those with computing power are becoming more valuable.
Just like owning land in the real estate era.
The most valuable asset in the AI era might not be the model, but the computing power.
Many netizens joked:
"Used to compete over code, now compete over graphics cards."
As supply and demand continue to be out of balance, the chip industry may usher in a golden decade.
The true winners may have already quietly taken their seats at the center of the table. #Gate最新储备金证明