輝達股價下跌，記憶體價格卻飆升
輝達股價自5月高點下跌15%，而DRAM價格飆升十倍，數據中心面臨新的瓶頸。
nvidia's market valuation slipped below the s&p average relative to earnings as its stock declined 15% from its may peak, while competitors like micron nearly tripled in value. this divergence stems from changing supply dynamics: gpu spot prices on marketplaces like ornn have fallen to around $3 per hour following eased shortages and increased competition from custom chips by google, amazon, and openai. simultaneously, dram spot prices increased tenfold over the last year, exposing memory as the new critical bottleneck in ai infrastructure. the trend suggests that while compute capacity is becoming more commoditized, memory scarcity will continue to drive infrastructure costs for the foreseeable future.