Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending a…
Nvidia AI server prices are rising 15% due to a DRAM shortage caused by Samsung, SK Hynix, and Micron prioritizing high-bandwidth memory (HBM) production for AI clusters, tightening standard DRAM supp…
At Hot Chips 2026, startup d-Matrix unveiled Raptor, claiming it is the first 3D-DRAM accelerator for generative AI inference, delivering up to 10 times the memory bandwidth and energy efficiency of H…
Nvidia AI servers with Vera Rubin and Grace Blackwell chips are set to cost about 15 percent more due to an ongoing DRAM shortage from Samsung, SK Hynix, and Micron, Bloomberg reports. The price hikes…
Nvidia, världens största noterade bolag, tvingas höja priserna på servrar med AI-chips med mer än 15 procent på grund av minnesbrist, enligt Bloomberg. Prishöjningarna träder i kraft för system som le…
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumpe…
Micron CEO Sanjay Mehrotra said artificial intelligence has changed the memory industry's traditional boom-and-bust cycle by creating sustained demand for high-bandwidth memory and other data-center p…
Samsung Electronics reported its HBM4 memory production yield reached 80% in early August, up from below 60% in February, four months ahead of schedule, according to TrendForce and Korean media. The y…
Ken Griffin said in a letter to clients Friday that Citadel has unwound more than 80% of the aggregate risk tied to its purchase of assets from AI hedge fund Situational Awareness, conducting over 100…
Memory prices have surged up to 500% in the past year, with U.S. prices now 5 to 10 times higher than a year ago, driven by AI companies that bought nearly all available memory supply, according to re…
Yangtze Memory Technologies Co. Ltd (YMTC), China's sole NAND flash manufacturer, has completed pre-IPO advisory preparations to list on Shanghai's STAR market, following CXMT's IPO that raised nearly…
Stripe is acquiring OpenRouter, putting payments under every model call. Anthropic's annualized revenue run rate passed OpenAI in Q2, driven by Claude Code and enterprise tooling. Apple Music will add…
SK Hynix reported a 76% operating margin for Q2 2026, up from 41% a year earlier, with operating profit of 60.54 trillion won ($41.7 billion), a 557% year-over-year increase, driven by AI demand for h…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the…
NVIDIA's B200 GPU has 180 GB of HBM3e memory with up to 8 TB/s bandwidth, while Micron's 245.76 TB 6600 ION SSD, shipping in May 2026, holds over a thousand times more data but with far lower bandwidt…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold its entire stakes in Micron, Intel, and Broadcom in the second quarter, according to a Form 13F filed August 14, 2026, and instead bough…
Nvidia's RTX 5090 graphics card is now listed at $4,929.99 on Nvidia's own store, up from a $1,999 MSRP for the Founders Edition, after an Asus ROG Astral RTX 5090 BTF order was canceled following a $…
The top five NAND vendors increased their combined revenue by 77 percent between the second and third quarter, reaching $68.87bn in Q2, driven by surging AI demand and higher average selling prices, a…
Leopold Aschenbrenner lost $30 billion by betting too heavily on AI infrastructure stocks, according to a report. His fund, Situational Awareness, borrowed $3 for every $1 of capital and was forced to…
RAM prices have surged 500% in 2026, with a 128GB DDR5 kit now costing $3,399, more than 10 times the lowest price ever tracked by Tom's Hardware. The spike is driven by AI infrastructure demand: DRAM…