…giant has regained its throne in the memory markets, driven by the DRAM supercycle and by the company's aggressive shift in its HBM strategy. Related Story Korea’s DRAM & NAND Export…
Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not…
…and diversifying sourcing strategies, yet the outcomes of these measures will become apparent as we move forward. In a recent report, we discussed the few chances of memory prices returning to normal…
…LPCAMM2 memory is compatible with next-gen AI mobile workstations from Lenovo and Dell, with broader adoption forecasted as more laptop manufacturers embrace the standard. Availability: Crucial LPCAMM2 memory is available now…
…Memory inflation is a serious concern for AI giants right now, yet there are no signs that spending is being affected. Related Story “I Produce The Lowest Cost Tokens In The World…
…Like AI memory, HDDs have seen massive adoption in recent years, putting suppliers under pressure. With the AI frenzy, we have seen major PC components go into short supply , and unfortunately, this…
…Read all comments on AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the ‘Best Case’ Scenario For Suppliers, But Terrible For Everyone Else
…Comes to Customer Allocations The memory supercycle is a heated topic in today's world, not only because it showcases the rapid advancement of the AI world, but also because it has…
…AMD's Instinct MI430X AI Chip Features HBM4 Memory With Massive Bandwidth; Best For Hardware-Based Workloads Team Red has been revamping its AI hardware portfolio since the introduction of the Instinct…
…After Combating GPU Shortages, Gamers Would Need to Face RAM Shortages & Highly Inflated Prices Things are not looking great for the DRAM market as of now, since the AI memory cycle has…