Inside AI Infrastructure’s Affordability Crisis and The Rising Risks

AI demand is driving a sharp rise in memory and storage prices, increasing the cost of AI infrastructure and data centers.

Micron and Sandisk are benefiting from the price surge, while cloud providers and data-center operators face higher capex and operating costs.

Companies are turning to compression, caching, and storage optimization tools to reduce the impact on AI inference and infrastructure budgets.

The inflation in DRAM and storage markets is making future cloud spending and AI growth harder to predict.