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"We did share last quarter that memory and storage costs made up roughly 15 percent to 18 percent of our PC bill of materials, and we now currently estimate this to be roughly 35 percent for the year," said CFO Karen Parkhill on the company's latest earnings call. She also confirmed that part of the company's response will be price increases. Samsung similarly warned of potential price increases due to AI-induced memory shortages.
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She oversees the clinical research team at Aura, an online safety solution for individuals and families to protect their identities—and that of their children’s—in an increasingly digital landscape. The company uses AI to monitor families’ online activities and can even recognize keyboard inputs to denote if a child is using a harmful language or platform.