…HPE is also launching a Customer Use Case Hub where partners can showcase validated solutions across AI, hybrid cloud, networking, and edge environments. For sales-focused partners, HPE is aligning incentives across…
…Investors value the focus on pure-play memory higher because HBM carries the industry's fattest margins and ties suppliers to specific AI accelerators, unlike commodity DRAM that buyers can swap between…
…the AI Race Interestingly, this report comes after NAND chips have become an integral part of the AI supply chain, especially following the unveiling of NVIDIA's ICMS platform, which focuses on…
…last quarter — supported by healthy margin expansion, stronger efficiency, and resilient cloud and AI demand — the capex curve still looks enormous. This has left investors focused on whether the company is spending…
…By Indranil Ghosh Q & A How one VC burns through hundreds of millions of tokens a day to find the next unicorn The investor behind a $75-million AI-focused fund explains…
…At the end of last year, Micron announced it would end its consumer-facing business to focus on providing RAM and other components to AI customers. Citing data from TrendForce, The Wall…
…This is one of the reasons why Micron decided to exit the consumer business , as demand from AI brings heavier gross margins and ultimately ensures that DRAM suppliers capitalize on the most…
Mobiles News Jun 25, 2026 by Nick Farrell Don’t feel sorry for Apple over memory crunch The Fruity Cargo Cult Apple is watching memory prices squeeze margins, and while its allies…
…The RTX 5080 also ships with the same 16 GB of GDDR7 VRAM but delivers higher performance, allowing NVIDIA to focus on the higher-end market while improving profit margins. With the…
…Intel is splitting advanced packaging out as a dedicated business, with Naga Chandrasekaran narrowing his focus to front-end work on the Intel 18A and 14A nodes. Longtime executive Navid Shahriari is…