Bloomberg Terminal(@TheTerminal):Is there an AI capacity squeeze? Memory prices are ripping, token costs remain elevated and Blackwell rentals are only partly confirming the stress. Use GF <GO> on the Bloomberg Terminal to track pressure across the AI stack, from chips to compute to tokens. With GF <GO> you can: 🔹 perform visual analysis of a company's fundamentals, 🔹 identify key trends impacting a company, 🔹 compare a company to other companies, indices, and economic data.

Bloomberg Terminal

@TheTerminal

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Joined June 2015

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Bloomberg Terminal@TheTerminal

2026.07.07 13:55

Is there an AI capacity squeeze? Memory prices are ripping, token costs remain elevated and Blackwell rentals are only partly confirming the stress. Use GF on the Bloomberg Terminal to track pressure across the AI stack, from chips to compute to tokens. With GF you can: 🔹 perform visual analysis of a company's fundamentals, 🔹 identify key trends impacting a company, 🔹 compare a company to other companies, indices, and economic data.