The AI-fueled memory shortage that is spiking RAM prices is expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and even HDDs
GPU makers may prioritize more profitable models; large SSDs are harder to find. … Standalone, direct-to-consumer RAM kits …
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”
Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data center capacity. That'...
Alibaba Cloud details a GPU pooling system that it claims reduced the number of Nvidia H20s required by 82% when serving dozens of LLMs of up to 72B parameters
up to 9x increase in output lets 213 GPUs perform like 1,192 ACM Digital Library : Aegaeon: Effective GPU Pooling for Concurrent LLM Serving on the Market Rounak Jain / Benzinga : Alibaba Cloud's New ...
Source: OpenAI expects to spend 20% to 30% less on AI chips co-developed with Broadcom than on chips from Nvidia, which is notoriously backlogged on GPU orders
OpenAI's latest multibillion-dollar chips deal marks a new direction for the company. But first... Three things to know:
A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability
Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.
Broadcom begins shipping its Tomahawk 6 data center switch chips, which it says can perform the work of six previous-gen chips, to improve GPU utilization rates
Dina Bass / Bloomberg :
Tel Aviv-based Sett, which builds AI agents to create and run mobile game marketing content, emerges from stealth and raised $27M, including a $15M Series A
Games drove the creation of GPU processors back in the 1990s, so it's only fitting that artificial intelligence …
Docs: in July 2024, Amazon set up Project Greenland to manage and optimize GPU allocation across its retail unit; Amazon says it now has “ample” GPU capacity
- GPU shortages delayed projects in Amazon's retail division last year. — The company created a more efficient approval …
Tencent says it has slowed the pace of its GPU rollout since implementing DeepSeek, and that most of its GPU capex goes toward its ad and gaming businesses
Chinese giant says locals are more efficient than Western hyperscalers, and has tiny capex to prove it