AI token prices collapse as chip costs climb, squeezing investors
AI token prices collapse as chip costs climb, squeezing investors
A widening gap between plunging AI prices and rising semiconductor costs is forcing markets to question who will absorb the losses.
Nvidia posted $96.2 billion in Q2 revenue, beating estimates, but warned rising memory costs could narrow margins ahead.
Token prices have fallen roughly 95% since 2024, yet chipmakers like Samsung and SK Hynix are raising prices and locking capacity into long-term contracts.
Broadcom is seeking over $60 billion in debt for AI chip financing, whilst a study found almost no firms can quantify Al's financial return.
El mercado muestra que el desplome del 95 % de los tokens AI desde 2024 supera cualquier margen que Nvidia pueda salvar con sus $96.2 bn de ingreso en Q2. On‑chain el volumen de los principales tokens está en niveles de soporte históricos, señal de una fuerte fase de acumulación de los que aún mantienen posición.