About this episode
Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem.
Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.
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