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Analysts hike Applied Materials forecasts amid surging AI chip fab investments. AMAT's equipment demand exposes hidden supply chain strains but raises questions on sustainability amid chip glut fears.
Amazon negotiates over $10 billion investment in OpenAI to lock in ChatGPT workloads on AWS. Strategic alliance counters Microsoft rivalry bolstering enterprise AI supremacy amid escalating cloud battles
Artificial intelligence infrastructure is starving the consumer market of DRAM and NAND flash. Learn how HBM demand, capacity reallocation, and profit incentives are causing severe memory shortages and p
The reasons why DRAM prices are ridiculously high right now are due to AI-fueled HBM demand, which is starving the standard DDR4/DDR5 supply, as manufacturers prioritize high-margin AI memory amid fabric
AI data centers devour memory chips sparking RAMageddon. Prices surge up to 60% as shortages hit PCs smartphones and cars by 2026 threatening consumers and industries alike.
Taiwan has opened a high-performance cloud centre in Tainan, anchored by its largest supercomputer, to drive “sovereign AI” infrastructure, bolster national digital sovereignty, and position the island a
