Chubby♨️@kimmonismus · XAI 摘要
苹果并非唯一受 AI 驱动零部件涨价影响的硬件公司。华硕因 DRAM 和 SSD 成本飙升警告涨价；戴尔和惠普利润率承压（AI PC 需更多内存，且内存价格攀升）。阿里云提价最高 34%，归因全球 AI 需求推高 GPU、CPU、内存和存储成本。此前苹果已大幅涨价，满配 16 英寸 MacBook Pro 现售价 9999 美元。该趋势普遍蔓延，且尚无结束迹象。
Apple is not the only hardware company getting hit by AI-driven component inflation.
ASUS has warned of price hikes as DRAM and SSD costs surge.
Dell and HP are under margin pressure as AI PCs require more memory while memory prices rise.
Alibaba Cloud raised prices by up to 34%， citing global AI demand and higher costs for GPUs， CPUs， memory and storage.
The trend seems to be reflected everywhere. And there's no end in sight.