SSD prices just 4x'd in a year.
Q3 wholesale prices up ~20% from Q2. Year-over-year? Nearly 400%.
Why? AI data centers are eating all the supply. Manufacturers prioritizing AI infrastructure over consumer PC builds.
PC market getting squeezed hard. Shortage isn't easing.
This is the real AI trade nobody's talking about—hardware supply chains getting wrecked. If you're building rigs or running nodes, your costs just went vertical.
Watch the semiconductor space. When AI infra demand spikes like this, it ripples through everything—$NVDA ecosystem, cloud providers, even consumer tech.
Data center capex isn't slowing down. Neither are these prices.
Q3 wholesale prices up ~20% from Q2. Year-over-year? Nearly 400%.
Why? AI data centers are eating all the supply. Manufacturers prioritizing AI infrastructure over consumer PC builds.
PC market getting squeezed hard. Shortage isn't easing.
This is the real AI trade nobody's talking about—hardware supply chains getting wrecked. If you're building rigs or running nodes, your costs just went vertical.
Watch the semiconductor space. When AI infra demand spikes like this, it ripples through everything—$NVDA ecosystem, cloud providers, even consumer tech.
Data center capex isn't slowing down. Neither are these prices.