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Auto-Trade AceUnder the influence of the Strait of Hormuz blockade and the Qatar helium crisis, $Intel(INTC.US) and $AMD(AMD.US) have announced price increases for CPUs. It's unclear whether $NVIDIA(NVDA.US) will follow suit and raise GPU prices.
It feels like the situation of across-the-board price hikes for digital products in 2022 is about to return. This is absolutely bad news for global AI infrastructure, which was already being built with borrowed money and now faces further price increases.
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