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Industry
GPU rental rates jump 40 percent in six months as HBM, DRAM shortages deepen
Nvidia’s H100 GPU rental prices have jumped 40 percent in six months, with supply for new deployments already sold out and on-demand capacity exhausted, SemiAnalysis said. Surging demand is lifting AI server component costs and tightening supplies of high-bandwidth memory and DRAM. DS Investment & Securities said memory contract prices are likely to keep rising through the fourth quarter, while long-term supply deals may support margins for Samsung Electronics and SK Hynix.
Industry
Memory to account for 30 percent of hyperscalers\' capex in 2026 on AI demand
Research firm SemiAnalysis forecasts memory will account for about 30 percent of hyperscalers\' capital expenditure in 2026, up from about 8 percent in 2023 to 2024, and rising further in 2027. It expects DRAM prices to more than double in 2026 and to keep rising in 2027, while LPDDR5 contract prices have already tripled since early 2025. It also projects an HBM supply shortage through 2027 and says memory costs are lifting AI server prices.
Industry
Google TurboQuant sparks memory chip selloff, shocking Hynix and Samsung investors
Google unveiled TurboQuant, a technology that can improve memory-use efficiency for AI models by up to six times, prompting investors to take profits on fears of weaker demand for high-end memory chips. Memory chip stocks fell across markets, with SK Hynix and Samsung Electronics sliding about 6 percent and nearly 5 percent in Korea. Analysts said the drop also reflected profit-taking after sharp gains, while some argued long-term demand remains supported.
