Find XO: Equipment Costs Up 15%, Funding Interest Rate 7%, Fixed-Rate Plans Under Pressure First (zdnet.co.kr)

- NVIDIA informed Microsoft, Google, and Oracle that it will raise AI server and chip prices by more than 15% starting early 2027 shipments. - The reason is the cost of HBM and DRAM, and at the same time, QTS Realty issued data center bonds at an annual 7.228% interest rate. - When equipment and financing costs rise together, AI services sold under unlimited fixed-rate plans will be the first to struggle. - If you have an annual cloud contract, check the renewal date first.