← Back to PeopleOtherPeter BerezinChief Economist at BCA ResearchLinkedIn@PeterBerezinBCAChief Economist at BCA Research1Mentions1Articles1OutletsCompanies CoveredAmazon1Apple1AWS1BCA Research1Google1Micron1Microsoft1NVIDIA1Oracle1SK Hynix1Xbox1ArticlesMost recent firstMentioned InReferenced in coverageAWS raised NVIDIA GPU rental pricesBusiness InsiderneutralJun 28, 2026“Commented on X about AI compute constraints from high-bandwidth memory shortages limiting GPU and data center production.”