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Forget the Artificial Intelligence (AI) Capex Bubble: SpaceX CEO Elon Musk Says the Memory Shortage Will Drive Costs Even Higher - AOL.com

AOL.com Aug 8, 2026 at 4:03 AM PDT
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Elon Musk warns that AI infrastructure costs will remain high due to chip memory shortages, affecting investment and technology availability. This explains an important economic constraint on AI development that impacts costs and timelines.

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