… As a silver lining of sorts, Janik notes that since there's now no funding, the priorities for the project have shifted to things " he finds the most entertaining," justifying the addition of PhysX and the revamped Windows loader. …
… In a response to a question posed by analyst Ryan Shrout, Huang said that the decision to develop and introduce a new PC platform with RTX Spark isn't fundamentally about business concerns like the potential margins involved, and that "we don't really have to choose between solving one problem or a… …
… Go deeper with TH Premium: AI shortages AI data centers are swallowing the world's memory and storage supply Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers Memory makers are set… …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow The letter asks Washin… …
… Go deeper with TH Premium: AI shortages AI data centers are swallowing the world's memory and storage supply Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers Memory makers are set… …
… That shift helps explain Lenovo's suggestion that GPU-accelerated computing may now make more financial sense for some workloads. …
… Memory contract prices rose by 90% to 95% in the first quarter of 2026, after Samsung, SK hynix, and Micron shifted production toward high-bandwidth memory for AI accelerators, leaving less capacity for consumer parts. …
… AMD calls the MI455X “by leaps and bounds the most advanced AI accelerator we’ve ever built,” and from what we’ve seen, it’s the most competitive product at both the chip level and at rack scale that AMD has ever put up against Nvidia’s thorough dominance of the AI compute race. …
… This shift has transformed optical interconnects from a supporting technology into one of the industry's most strategically important AI infrastructure markets, attracting billions of dollars in investments and resulting in major partnerships for new and existing industry players. …
… In April, export value rose 100.1% year on year, the first monthly doubling on record, as price increases across AI servers, data centers, and memory spread through the supply chain. …