#ai-data-center-demand

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Tech industry
fromTheregister
6 days ago

Micron says memory shortages won't go away any time soon

RAM shortages will persist, keeping server memory prices elevated as manufacturers prioritize high-bandwidth AI memory production.
Business
from24/7 Wall St.
1 week ago

Why Wall Street Expects Micron to Crush Earnings Today -- And Its Stock to Surge Again

Micron's strong HBM demand and rising DRAM/NAND prices position it for substantial fiscal growth and elevated margins driven by AI data-center demand.
Gadgets
fromFast Company
1 week ago

The AI revolution is making everything from PCs to smartphones even more expensive

Buy computers or phones now; memory chip shortages are sharply raising DRAM and NAND costs, which will increase manufacturing and retail prices next year.
Tech industry
from24/7 Wall St.
2 weeks ago

Wall Street is Still Pounding the Table Over Nvidia, Micron, and Netflix

Analysts raised ratings on Nvidia, Micron, and Netflix citing Nvidia's possible China H200 shipments, massive AI-driven data center demand, memory-cycle upside, and Netflix strategic strength.
Tech industry
fromTheregister
3 weeks ago

Micron cuts consumer memory Crucial to chase AI riches

Micron is exiting the Crucial consumer memory and storage business to reallocate capacity to enterprise and AI-focused memory products.
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