Memory is now 63% of what an AI accelerator costs to build, up from 52% in early 2024

AI 摘要

The cost of memory in AI accelerators has significantly increased, rising from 52% of the total build cost in early 2024 to 63% by the end of 2025. This information was presented by Samsung at Hot Chips 2026, citing Epoch AI as the source. Consequently, all other components, including the processor, now account for approximately one-third of the total cost.