Jul. 14 at 11:51 AM
$PLTR !-!The AI Tax on Enterprise Budgets: The industry is currently experiencing a “structural” memory shortage. Large cloud infrastructure providers and AI infrastructure providers consume the majority of high-bandwidth memory (HBM) and DRAM production. As a result, when organizations do manage to obtain hardware, they pay significantly higher premiums, leaving less room in their annual budgets for software license renewals, new license acquisitions, or digital transformation projects.