#ai-demand

#ai-demand

Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.

After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly.

The drive-less Digital Edition will increase from $500 to $600; the base PS5 with an optical drive will increase from $550 to $650; and the PS5 Pro is going up from $750 to a whopping $900.

SB Energy will build a 10-gigawatt (GW) server farm and 10 GW of new generation capacity, with at least 9.2 GW being gas-fired, to support both the local grid and the datacenter.

Expect this year to be filled with flux and uncertainty, thanks to lightning-fast changes wrought by AI, and by a Trump Administration that rules by whim and fiat rather than facts and law. So, I know it's something of a fool's game to make predictions about what the year ahead might bring for Microsoft. That said, I've never worried about being called a fool. So here are my five predictions for what Microsoft can expect in 2026.

The increasing demand for AI among tech companies is one of the reasons why the global shortage of memory chips remains an ongoing issue. And while it's expected to adversely affect the production of smartphones, Samsung Electronics co-CEO T M Roh has warned that TVs and home appliances may also be hit by shortages and increased prices. "As this situation is unprecedented, no company is immune to its impact," said Roh via Reuters.

On Wednesday, CyberPowerPC announced that it plans to adjust the pricing across all of its systems on December 7th, as reported earlier by PCMag. "Recently, global memory (RAM) prices have surged by 500% and SSD prices have risen by 100%," CyberPowerPC says in a statement posted on X. "This has had a direct impact on the cost of building gaming PCs since 10/1/25."

Soon-Cheol Park noted that global trade tensions are raising concerns for tech companies, particularly in the semiconductor sector, predicting elevated uncertainties ahead.

Miller mentioned AWS has learned to 'consider multiple options in parallel' regarding data center capacity, reflecting routine capacity management amid strong demand.