"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
"I was reading a magazine article on the Gemini astronauts. I was probably nine years old, and I thought that's the coolest thing. That's what I want to do," she says.
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An Anthropic spokesperson said Amodei "expressed appreciation for the Department's work and thanked the Secretary for his service" during the meeting with Hegseth.
When VC actually makes sense
Author(s): Jiachen Fan, Shang-Peng Gao