Xin Lang Cai Jing·2026-01-03 05:55Core Insights - The price of Nvidia's RTX 5090 has surged to over $4,000, marking a historical high, with both Nvidia and AMD planning to continuously raise graphics card prices monthly [1] - The demand for AI is significantly impacting global chip production, leading to a severe shortage of high-end chips and memory [1] - Major tech companies are aggressively stockpiling resources to build trillion-dollar AI infrastructure, resulting in a market squeeze for consumers [1] Industry Impact - The skyrocketing prices of graphics cards and memory are attributed to the overwhelming demand from AI servers for HBM (High Bandwidth Memory) and enterprise-grade DRAM, causing supply chain disruptions [1] - Storage giants like Samsung and SK Hynix are experiencing unprecedented order volumes, indicating a critical shortage in graphics cards and memory [1] - A warning from the Financial Times suggests that due to the chip shortage, consumers may face a 20% increase in prices for smartphones, computers, and home appliances this year [1]