hyperscalers

Deloitte reports that AI demand caused AI server DRAM prices to roughly double in Q1 2026, with a projected fourfold increase for the full year, and the memory chip shortage, dubbed 'RAMageddon,' is e…

The Bank for International Settlements warned that the AI investment frenzy, with hyperscalers projected to spend over $1 trillion on infrastructure, could trigger a severe market slump reminiscent of…

Agentic AI workloads are shifting the compute ratio, making CPUs the critical coordination substrate rather than a support component for GPUs. This inversion is exposed by current Xeon supply tightnes…