systems Qualcomm won’t be a big datacenter player anytime soon But AI has come along just in time to cover being dumped by Apple
sytems Big Tech demanding deals that smooth out memory prices, says SK Hynix Don't worry about an AI bust, monster profits and huge margins are here to stay
software IBM insists AI didn't kill software deals, just delayed them Big Blue says customers postponed rather than abandoned major purchases as hardware soaked up enterprise budgets
Systems Chinese memory ban would cut off RAMpocalypse relief Two US lawmakers push tighter curbs on chipmakers from the Middle Kingdom
On-prem IBM's mainframe sales get mugged by AI hardware panic, stock sheds more than a quarter of its value CEO Krishna: Customers blew their Z budgets on servers and storage before prices spike, Q2 financials 'disappointing'
AI + ML Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all The RAMpocalypse may be the precursor to the AIpocalypse
personal tech DRAM prices are killing the cheap smartphone Now eats 60% of a sub-$400 handset's bill of materials and it's only getting worse
systems Samsung’s profits jump 19x in a year and you don’t need AI to figure out why Share price down sharply, apparently amid fears the bubble is getting bigger
SYSTEMS Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall
AI AND ML South Korea’s hot new sensation is 3S+1F – a quadrillion-Won AI plan, not a band Seoul plans to spend about $900 billion to become K-semiconductor powerhouse
SYSTEMS Zuck saves Meta bucks by reusing memory from old servers with a custom CXL ASIC In production on millions of boxes and the payoff is a 25% reduction in machines needed for some inference workloads
personal tech Apple passes RAMpocalypse costs on to consumers Fondleslab and Mac prices rise by hundreds; phones safe ... for now
systems Micron locks in historically high memory prices for five years Big buyers agree to deals that will deliver historically enormous margins and profits
SYSTEMS AMD's Mext buy shows how AI could solve the RAM shortage it created Running low on memory, can't afford more? The House of Zen's latest acquisition puts an AI spin on flash-based memory expansion
systems SK Hynix to boost memory production 3x ... you can wait another 8 years, right? We're moving as fast as we can, says SK Group chair
AI + ML Memory and personalization make AI more likely to tell you what you want to hear A little knowledge is a dangerous thing, particularly for enterprise applications
Storage Expect more of those DRAM price hikes as memory shortage continues to bite Chip costs may rise another 63% this quarter, as effects feed through to PC pricing
Personal Tech Exploding rockets and exploding hardware prices make for a lousy new normal This week on The Kettle, we mull over whether the Steam Deck is a canary in the coal mine for the future of hardware prices, and the effect of Blue Origin's blowout on NASA's Moon missions
Systems Samsung memory workers call off strike and may score six-figure bonuses PLUS: Huawei says it’s replaced Moore’s Law; Chinese mobile plans add token allowances; Singtel slinging Optus; And more!
Systems Possible Samsung strike puts even more pressure on memory pricing As a senior policymaker ponders whether all South Koreans should enjoy an ‘AI dividend’
Systems Memory godboxes could offer relief from the RAMpocalypse Amid the AI-fueled memory crunch, will Compute Express Link finally have its moment to shine?
