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…years to lead client computing By Etiido Uko Published 4 May 26 Big Tech Premium Microsoft attributes $25 billion of AI budget to memory and chip costs By Luke James Published 1…
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What Is Memory, Fundamentally?
At its core, computer memory is the part of a computing system that stores information in the form of binary digits (bits) either for active use by the processor or other system components, such as Graphics Processing Units (GPUs), or for long-term storage at the behest of the user. But the term "memory" actually covers a wide range of technologies with very different characteristics, performance profiles, and roles in a modern system. Memory isn’t just one box that holds data; it’s part of a hierarchical ecosystem designed to balance speed, capacity, cost, and persistence, simply because no s
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[Tech Note EP.1] The Future of AI Will Be Decided by Memory
…training cost, power consumption, and time-to-deployment. The diminishing marginal returns of simply scaling model parameters are becoming apparent, and the compute and capital required to train and sustain frontier LLMs…
Intel Wildcat Lake Promises Performance for Entry-Level Laptops
…These chips are designed to work with both cheap UFS storage and low-cost PCIe 4 SSDs. They also use a lower-cost Type-3 6-layer motherboard design and a more…
The global memory shortage: The hidden bottleneck behind the AI boom
…This combination of inflated pricing, longer lead times and reduced ability to negotiate is hitting just as demand for compute continues to surge, leaving enterprises with higher costs, less control and little…
Introducing NVIDIA BlueField-4-Powered CMX Context Memory Storage Platform for the Next Frontier of AI | NVIDIA Technical Blog
…As context grows beyond the physical limits of HBM, KV cache spills into system DRAM (G2) and local/rack-attached storage (G3), where access latency increases and per-token energy and cost…
Storage vendors orbit the Nvidia sun at GTC
…Flash) and also mentioned its NVMe-accessed disk drive idea , but not upfront, as it had at GTC 2025. The KV Cache extension demo featured: Nvidia GB10 GPU cluster compute node, with…
Run OpenClaw Locally On AMD Ryzen AI Max+ And Radeon GPUs
Agent Computers: The PC Era, Amplified Mar 13, 2026 For 40 years, the personal computer has been the most important tool in human hands. You sat down, opened your apps, and got…
Discussions and forums
Show HN: Rotunda - A browser built for agents with simulated typing
Hi HN! Pierce here.Rotunda is a firefox fork primarily intended for agent use, which I’ve been hacking on nights/weekends.There was a [lengthy](https://news.ycombinator.com/item?id=48024859) discussion last week on how e…
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Launch HN: Twill.ai (YC S25) – Delegate to cloud agents, get back PRs
Hey HN, we're Willy and Dan, co-founders of Twill.ai (https://twill.ai/). Twill runs coding CLIs like Claude Code and Codex in isolated cloud sandboxes. You hand it work through Slack, GitHub, Linear, our web app or CLI,…
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Guide to GPU virtualization: passthrough, vGPU, and MIG
…vGPU requires a software license from NVIDIA in addition to the hardware cost, and those licenses are recurring. Most platforms define vGPU profiles (the memory and compute allocation for each VM) at…
OpenAI puts Stargate UK on ice over energy cost, regulations
…spokesperson said. "AI compute is foundational to that goal - we continue to explore Stargate UK and will move forward when the right conditions such as regulation and the cost of energy enable…
GitHub removes some models from free Copilot student plan
…this change so we can keep Copilot free and accessible for millions of students around the world." The student plan still has access to many models including Claude 4.5 Haiku (normal…