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fromWIRED
7 hours ago

The Daring Attempt to End the Memory Shortage Crisis

When I asked him how bad things really were, Clarke looked at me with a sigh. "Look, I've been at this a long time. This is the worst shortage I've ever seen. Demand is way ahead of supply. And it's driven by AI. It's driven by infrastructure. You've seen the spot market price-it's up to five times from September. That will manifest. It already has in contract pricing."
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fromTheregister
1 month ago

Dell says PC sales flat despite slow Windows 11 transition

Dell expects PC sales to be roughly flat next year as Windows 11 transition lags, while enterprise AI server demand drives strong revenue growth.
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