Edge AI inference is arriving on devices but barely denting data-center demand, with Deloitte's 2026 predictions showing inference will account for roughly two-thirds of all AI compute this year, up f…
Dhaval Joshi, former chief strategist for Counterpoint at BCA Research, argues that AI is not a single bubble but a 'rolling sequence of bubbles' across sectors, with software, silver, and semiconduct…
A potential US ban on Chinese optical transceiver modules would hurt US hyperscalers like Amazon.com Inc. and Microsoft Corp., exacerbating a supply bottleneck that no American firm can ease, research…
Global smart glasses shipments grew 139% year over year in the second half of 2025, with 88% being AI glasses, according to Counterpoint research, as Meta dominates with an 82% shipment share after se…
The iPhone 18 Pro range launching this September could cost $200 to $300 more than current models, driven by a global shortage of memory chips that are also in high demand for AI data centers, accordi…
Apple has raised prices by up to 30% across its product line, including Macs, iPads, and the Vision Pro, citing a memory chip shortage driven by AI data center demand. Critics argue the company, sitti…
Apple raised prices on Macs, iPads, Vision Pro, HomePods, and Apple TV by 15% to over 30%, blaming surging memory costs driven by AI data center demand. The price hikes follow similar moves by Microso…
At WWDC 2026, Apple unveiled Siri AI, a generative assistant powered by five Apple Foundational Models, with a beta expected later this year. The assistant emphasizes privacy and on-device processing,…