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…The company points to data from market research Omdia, which projects that both DRAM and NAND demand will maintain a compound annual growth rate (CAGR) of 19% from last year through 2030…
…Google now claims it can distribute training workloads across more than one million TPUs globally, scaling beyond the limits of any single data center. The TPU 8i, meanwhile, is designed purely for…
…Memory and storage chips are in high demand, and the high-margin data center market has caused a modern day gold rush for component makers. It's the main reason why Micron…
…Unsurprisingly, Intel's Data Center and AI (DCAI) division notched the chunkiest year-over-year revenue gain, skyrocketing 59% year-over-year to $6.3 billion in the second quarter of 2026…
…Current filings would put more than 1.7 million additional satellites into orbit, and SpaceX alone wants 1 million of them for space-based data centers. ESO's conclusion is blunt. Without…
…Mercury Research More significantly for both firms, AMD saw chunky gains in the high margin data center that is thriving on AI demand. AMD's server CPU share (excluding IoT) nudged just…
…Clearly, on the server side, data center side, I think we have a strong roadmap. We have Clearwater Forest, Diamond Rapids, and also Coral Rapids with the SMT involved. I think we…
…with skyrocketing memory and storage prices amid a wave of AI-driven sales in the data center. The new pricing on the Switch 2 in the U.S. puts the standalone console…
…NVIDIA built its business on consumer GPUs before pivoting to the data center where it's now raking in record earnings time and again. Now NVIDIA has its sights, at least partially…
…dedicated UCIe physical layers, all of which crank up costs to levels that only enterprise data center economics can absorb. While enthusiast GPUs could hypothetically leverage onboard NAND offloading to host colossal…