The AI Tax is Starving the Legacy Memory Market
AI data centers are consuming the global supply of high-bandwidth memory, causing a DRAM shortage that is driving up prices for legacy memory standards like DDR2 and DDR3. Hardware manufacturers are r…
NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
AI data centers are consuming the global supply of high-bandwidth memory, causing a DRAM shortage that is driving up prices for legacy memory standards like DDR2 and DDR3. Hardware manufacturers are r…
Nvidia and Microsoft announced 'agentic AI PCs' at Computex, but analysts say the devices are mostly repackaged existing AI PCs that don't justify enterprise upgrades. The new RTX Spark PCs, powered b…
Insilico Medicine and SK Biopharmaceuticals announced a partnership valued at over $2.5 billion to use AI for developing neuroimmune therapies. Insilico will leverage its Pharma.AI platform for drug d…
AI chipmaker Groq confirmed a $650 million funding round led by Disruptive and Infinitum, six months after Nvidia signed a non-exclusive licensing deal for its technology and poached key talent includ…
Nvidia announced a warm-water cooling system that eliminates on-site water use in data centers, but the solution ignores water consumed by fossil fuel power plants and chip manufacturing, which can do…
Open source AI startup Reflection AI will pay SpaceX $150 million per month through 2029 for access to Nvidia GB300 chips at SpaceX's Colossus 2 data center, in a deal worth up to $6.3 billion. The ag…
Hewlett Packard Enterprise (HPE) built an AI-first support platform on premises using its GreenLake Intelligence and Private Cloud AI with Nvidia, cutting token costs by over 30 times and saving nearl…
Amazon has dropped the price of a CyberPowerPC prebuilt gaming desktop featuring an RTX 5060 Ti and Ryzen 7 8700F to $1,309.99, its lowest price ever, as early Prime Day deals emerge. The 13% discount…
Cisco, Equinix, and Nvidia expanded their partnership on June 16 to deploy Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, aiming to standardize enterprise AI deplo…
Nvidia claims its next-generation liquid cooling systems achieve 300x water efficiency, addressing AI data center water consumption. The GB200 NVL72 and Vera Rubin platforms use warm-water direct-to-c…
Baidu is pursuing full-stack AI capabilities by building its own chips, models, and cloud infrastructure while gaining access to restricted Nvidia H200 GPUs. The company's Kunlunxin chip unit could be…
SK Hynix briefly overtook Samsung Electronics on June 22, 2026, to become South Korea's most valuable listed company, driven by surging demand for high-bandwidth memory (HBM) used in AI systems. SK Hy…
Sakana AI launched Fugu and Fugu Ultra on June 22, a model orchestration system that uses a 7-billion-parameter router to select external models for tasks, achieving benchmark scores comparable to fro…
Liontrust Global Technology Fund has nearly doubled its China exposure from 6% to 11%, rotating profits from US tech giants like Nvidia and Apple into Chinese internet companies such as Tencent, Meitu…
SK Hynix briefly surpassed Samsung Electronics to become South Korea's most valuable company, reaching a $1.35 trillion market cap on June 22, 2026, driven by surging demand for its high-bandwidth mem…
Over 100 companies have applied to join AI Gothenburg, a new AI hub in Gothenburg supported by Nvidia, with 20 already accepted and moving into the physical hub at Masthamnsgatan 21. The hub aims to a…
SK hynix, the leading supplier of high-bandwidth memory to Nvidia, is planning a Nasdaq listing as soon as August, aiming to join Wall Street's AI winners and potentially raise up to $14 billion. The …
SK hynix briefly surpassed Samsung Electronics as South Korea's most valuable listed company on Monday, driven by investor enthusiasm for AI chipmakers. Shares of SK hynix rose as much as 6.5% to a re…
Swedish nuclear startup Blykalla is expanding in the U.S. after President Trump eased licensing rules for new reactor technology, enabling faster deployment of its lead-cooled small modular reactors t…
Tesla filed a trademark for "MEGAPOD," modular data center hardware for AI computing, signaling its intent to sell AI infrastructure. The filing covers servers, AI hardware, networking, power distribu…