SPIN Unprocessed October 29, 2026 ai_technology technology
How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia (Rolfe Winkler/Wall Street Journal)
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Rolfe Winkler / Wall Street Journal: How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia — The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply
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