Ford's $1 Billion DRAM Bill Shows the AI Boom Is Now a Car-Buyer Problem - Startup Fortune

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Ford CFO Sherry House disclosed that memory chip costs driven by AI data center demand will add roughly $1 billion to the company's expenses in 2026, and the price shock is already working its way toward showroom floors. The tariff conversation has dominated Detroit earnings calls all year, but Ford's chief financial officer quietly dropped a different kind of cost bomb in February. Sherry House told investors that

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