Chipflation Is the Inflation Driver Markets Are Missing, Binance Research Warns
Binance Research has flagged “chipflation” as an underpriced inflation driver, warning that DRAM reminiscence costs have climbed roughly sixfold over the previous yr as synthetic intelligence (AI) information facilities take up provide as soon as destined for shopper gadgets. The analysis agency argues that markets have priced in easing power prices whereas overlooking a structural…
