There are multiple factors at here which have now gone beyond datacenters.

1. Iran war has made the prices of both helium gas and energy to asian countries higher which is making ram production more expensive.

2. Samsung workers are in a protest (15 thousand workers)

3. Jevon's paradox (even after turboquant, we might be just scaling things up in demand perhaps)

4. Some providers have already signed up/locked up more expensive deals so there is a more baseline of higher