what one neocloud raised on oct 1: 1. RAM: +41% 2. AMD CPU cores: +25% 3. B300: +21% 4. H200: +20% 5. B200: +19% 6. H100: +17% that's nebius's on-demand price list. i flagged the CPU rise in september. what i missed: the biggest rise on the list is plain memory, ahead of every GPU. separately, on wednesday AWS raises its reserved GPU blocks 15% across B300, B200, H200 and H100. so the memory squeeze is now showing up on a cloud price list. trendforce sees DRAM contract prices up another 10-15% this quarter, so i don't think the RAM line is done. imo this is what a broad shortage of chips looks like. $NBIS
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