Tokens Just Got Cheaper Again. Will That Fix the AI Chip Shortage — or Fuel It?
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Model efficiency made AI tokens 280x cheaper — and that is exactly what keeps the AI chip shortage going. What it means for DRAM, GPU, and SSD prices through 2027.

The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market — and why the answer is fabs in late 2027, not smarter models or ASICs.