AI Demand Strong, Memory Prices Will Go Up and AI Model Profits are Proven
by Brian Wang from NextBigFuture.com on (#75BN8)
Semianalysis AI Value Capture - The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory SOCAMM contract pricing paid by Nvidia at ~$8/GB in 1Q26, a sharp step-up from 4Q25 to 1Q26. ...