…1V At 8000 MT/s ASUS says that rapid AI adoption is putting upward pressure on global supply chains, driving up costs for components such as DRAM and NAND. This started in…
Amid cries of a decline in the memory industry, supply chain reports suggest that hyperscalers are locking into long-term contracts with suppliers to secure a consistent supply. Hyperscalers Are Willing To…
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
Investment bank Morgan Stanley believes that even though building a data center with NVIDIA's Blackwell GPUs costs twice as much as building one with AI application-specific integrated circuits (ASICs), the…
…so far Dell's supply chain has managed to "deftly" manage significant DRAM and NAND memory price jumps. However, it adds that the "impact of the rising costs are expected to be…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
…The pairing will play into AWS's strategy of improving operating margins with the AI chips that it uses and lower the overall inference costs that are driven by AI accelerator costs…
…Acer is Looking to Adjust RAM Configurations in PC Products to Minimize the Impact of Memory Shortages The supply chain has now begun to react to the memory shortages, and the AI…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…