腾讯高管：行业别无选择，只能将成本上涨转嫁

Core Insights - The surge in artificial intelligence demand has led to a significant increase in the need for DRAM and high bandwidth memory (HBM), as well as a comprehensive recovery in demand for CPUs, solid-state drives, and mechanical hard drives [1] - Suppliers are prioritizing larger and more stable customers, such as Tencent Cloud, which has resulted in smaller cloud providers facing challenges in securing stable supply chain support [1] - Due to rising costs, the industry is likely to pass these increases onto consumers, as evidenced by multiple Chinese cloud providers raising prices within the last 24 hours [1]