“The AI memory party may be ending as GPU rental prices roll over and cheap Chinese chips flood in, easing the shortage that drove prices white-hot.”
“these charts to me suggest these should lead memory prices, right? Like basically demand for, this is demand for compute, for AI compute, for inference, for training. And if you're off the highs here, the next shoe to drop is fewer GPUs get bought.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.