AI Is Eating All The DRAM: Why Memory Prices Are Out Of Control
If you have tried to buy DDR5 in the last couple of months and wondered why your memory kit suddenly costs as much as a […]
data centers
NVIDIA is winning now, but is it already peaking?
Nvidia is on top of the AI world right now. It owns the accelerator market, prints margins that would make a drug cartel blush, and […]
Microsoft outlines a post OpenAI AI strategy, but the partnership still matters
The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]
OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode
OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
Microsoft’s $9.7 billion IREN deal is a prepayment for future Nvidia GB300 capacity
Microsoft has signed a five-year, $9.7 billion contract with Australian data-center operator IREN to secure access to Nvidia’s next-gen GB300 accelerators and associated infrastructure at IREN’s […]
Apple’s Houston AI server plant ships early after Trump’s onshoring push
Apple has begun building and shipping American-made AI servers from its new Houston facility ahead of schedule. The move advances a plan Apple outlined earlier […]