#ai-demand

[ follow ]
#data-centers #semiconductors #nvidia #memory-chips #oracle #tsmc #cloud-computing #amd #memory-prices #supply-chain
Artificial intelligence
fromBusiness Insider
1 day ago

2 little-known tech founders are both $14 billion richer this year as AI demand fuels a memory supercycle

David Sun and John Tu's net worths rose about 44%, adding nearly $14 billion each due to AI-driven global memory-chip shortages.
#memory-prices
more#memory-prices
Gadgets
fromEngadget
4 days ago

Valve admits Steam Deck availability is affected by memory and storage shortages

Steam Deck availability will remain limited due to global memory and storage shortages; the LCD model is discontinued and only OLED units remain available intermittently.
Gadgets
fromwww.dw.com
1 week ago

AI-fueled chip shortage drives up smartphone prices

Rising AI-driven demand for memory chips is raising semiconductor prices, creating supply bottlenecks and pushing up smartphone and computer costs.
#oracle
more#oracle
#semiconductors
more#semiconductors
#asml
more#asml
#data-centers
fromFortune Asia
7 months ago
Tech industry

Data centers guzzle huge amounts of power-and that might end up supercharging investment in renewable energy, executives argue

Data center investments are projected to rise significantly, driven by demand for AI and cloud services.
fromTheregister
10 months ago
NYC startup

Hyperscale sustainability is looking like a Hail Mary

Big Tech's increasing data center emissions threaten sustainability pledges amid rising AI demand and power consumption.
fromFortune Asia
7 months ago
Tech industry

Data centers guzzle huge amounts of power-and that might end up supercharging investment in renewable energy, executives argue

more#data-centers
Gadgets
fromZDNET
1 month ago

RAM prices are out of control, but you can still buy a good laptop in 2026 - here's how

DDR5 RAM prices have surged dramatically, driving shortages and forcing consumers and manufacturers to adopt lower-memory devices and cost-saving buying strategies.
Tech industry
fromArs Technica
1 month ago

RAM shortage chaos expands to GPUs, high-capacity SSDs, and even hard drives

AI-driven memory demand caused severe RAM and SSD price spikes, pushing manufacturers to reallocate scarce RAM toward higher-margin products.
#tsmc
more#tsmc
#nvidia
fromEngadget
1 month ago
Artificial intelligence

NVIDIA is reportedly bringing back 2021's RTX 3060 GPU because AI is eating all of the newer cards

fromEngadget
1 month ago
Artificial intelligence

NVIDIA is reportedly bringing back 2021's RTX 3060 GPU because AI is eating all of the newer cards

more#nvidia
Real estate
fromwww.cfodive.com
1 month ago

Tenants seek space for peak in-office days: Newmark

Employers planning for peak midweek occupancy is limiting office-space contraction and helping stabilize the U.S. office market into 2026.
fromComputerworld
1 month ago

Microsoft in 2026: Sunny skies or storm clouds on the horizon?

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.
Artificial intelligence
fromGameSpot
1 month ago

RAM Shortages May Lead To More Expensive TVs And Devices, Warns Samsung

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.
Artificial intelligence
Real estate
fromBusiness Insider
1 month ago

The investor who blocked a $9 billion AI deal expects that bet to soon pay off

A major investor predicts Core Scientific will lease about 400 megawatts to new clients this year, reflecting strong AI-driven data center demand.
Artificial intelligence
fromBusiness Insider
1 month ago

The AI race is causing a memory chip shortage - and that's bad news for the smartphone and PC industries

AI companies’ large memory demands are causing shortages and higher costs, pressuring smartphone and PC makers and risking market contractions by 2026.
Tech industry
fromTheregister
2 months ago

Buckle up, memory prices aren't easing anytime soon

DRAM prices likely peak in 2026 and remain elevated due to AI-driven demand and multi-year DRAM fab ramp times.
#micron
fromThe Verge
2 months ago
Gadgets

Crucial is shutting down -because Micron wants to sell its RAM and SSDs to AI companies instead

fromThe Verge
2 months ago
Gadgets

Crucial is shutting down -because Micron wants to sell its RAM and SSDs to AI companies instead

more#micron
fromThe Verge
2 months ago

These prebuilt PCs are about to cost more due to rising RAM prices

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."
Gadgets
#cloud-computing
fromBusiness Insider
2 months ago
Artificial intelligence

Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'

Alibaba sees robust real-world AI demand outpacing supply and will invest aggressively in AI infrastructure despite profit declines from heavy AI and commerce spending.
fromInfoWorld
9 months ago
Tech industry

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
fromBusiness Insider
2 months ago
Artificial intelligence

Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'

Tech industry
fromInfoWorld
9 months ago

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
more#cloud-computing
Artificial intelligence
fromTheregister
2 months ago

Alibaba can't deploy AI servers fast enough to meet demand

Alibaba Cloud is rationing GPU access and prioritizing customers that use its full suite of cloud services because AI demand outpaces server deployment capacity.
Real estate
from24/7 Wall St.
3 months ago

3 REITs That Deliver High Yields And Have More Upside

REITs provide high-yield, low-effort real estate exposure; Digital Realty and Stag Industrial deliver income, revenue growth and strong occupancy amid AI and logistics demand.
#amd
more#amd
Gadgets
fromGSMArena.com
3 months ago

Xiaomi President warns: next year's smartphones will be even more expensive

Rising memory chip prices driven by AI demand will push smartphone retail prices higher next year, prolonging the upward pricing trend into 2026.
Business
from24/7 Wall St.
4 months ago

These Stocks Have The Vanguard S&P 500 ETF Back In The Green Today

Vanguard S&P 500 ETF rebounds, driven by AI enthusiasm in large tech and strong moves in Dell, AMD, and Freeport-McMoRan despite minimal shutdown impact.
Tech industry
from24/7 Wall St.
4 months ago

Synopsys Dropped 36% After Earnings: Is This an Overreaction or Buying Opportunity?

Synopsys reported Q3 adjusted earnings and Q4 guidance well below expectations, triggering a roughly 35% share drop and signaling a projected 2025 earnings decline.
Science
fromTheregister
6 months ago

Hyundai to help build nuclear-powered datacenter in Texas

Nuclear power is experiencing a renaissance in the US driven by hyperscalers' demand for energy.
Tech industry
fromComputerworld
7 months ago

Hotter than a GPU in July: some tech jobs skyrocket, unemployment rate slides

US tech hiring increased by 90,000 jobs in June, reducing unemployment to 2.8%. AI demand drives skills-based hiring focus.
Tech industry
fromTheregister
7 months ago

Datacenter market draws investors chasing captive customers

Customer lock-in significantly attracts investors to datacenters.
The AI hype is driving demand, drawing new investors to the datacenter market.
Tech industry
fromIT Pro
9 months ago

The UK's ICT sector struggling with technical debt

Technical debt in the ICT sector is significant, driven by AI demand and resulting in rapid growth.
Gadgets
from24/7 Wall St.
9 months ago

Live Vanguard IT ETF (VGT): Tech Stocks Power Impressive Market Performance on AI Prowess

Tech stocks are driving a strong market rally, particularly the Nasdaq Composite and S&P 500.
Strong earnings from Microsoft and Meta highlight resilience amid economic uncertainty.
Gadgets
fromTheregister
9 months ago

Samsung execs fear impact of US tariffs

Samsung's Q1 results exceeded expectations, driven by preemptive buying before impending US tariffs.
fromBusiness Insider
10 months ago

An Amazon exec has hit back at claims it's pausing some data center lease talks

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